A Long-Term View for China

Nick Niziolek
November 25, 2014

In the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.

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Japanese Equities Look Better and Better

Nick Niziolek
November 4, 2014

Japanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.

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¡Viva La Reforma! Part II

Nick Niziolek
September 3, 2014

Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.

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Emerging Markets: PR is on the Upswing

Nick Niziolek
May 28, 2014

Co-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.

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Field Notes: India

Nick Niziolek
May 6, 2014

Co-Portfolio Manager Nick Niziolek shares insights from his recent trip to India and discusses how global on-the-ground research enhances our top-down views and bottom-up perspectives.

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Emerging Markets Should Fire Their PR Firms

Nick Niziolek
March 10, 2014

Nick Niziolek discusses the negative sentiment that has engulfed the EMs overall, and where the Calamos team sees encouraging developments. He also speaks to the team’s long-standing caution about investing in countries like Russia.

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Field Notes: Latin America

Nick Niziolek
February 3, 2014

Nick Niziolek, co-portfolio manager, shares insights that the Calamos team gathered from its recent travels to Latin America, including where they see the most compelling opportunities today.

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