We believe data will be a strategic resource in the next stage of global industrialization. Our recent research trip to China enhanced our perspective on secular growth opportunities related to the data revolution and AI.
Read PostNick Niziolek discusses why Chinese companies remain well represented in Calamos’ global and international portfolios, and how our team is managing potential risks.
Read PostIn a recent visit to China, members of our team had the opportunity to gather insights about opportunities in the auto industry.
Read PostJapan’s expertise in robotics highlights the benefits of a global approach to growth.
Read PostGlobal growth conditions, dollar weakness and relative valuations are among the factors that support our constructive view for international risk assets.
Read PostAfter the Punch Bowl, Can There Still Be Life in the Party?
Read PostIndia is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.
Read PostCo-CIO Nick Niziolek and members of our global equity team explain why they view India as one of the most compelling stories in the emerging markets.
Read PostThailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.
Read PostIndonesia’s reform initiatives are showing strong momentum and support diverse investment opportunities.
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