Co-CIO Nick Niziolek considers how aging EM populations and an increased interest in healthy living support growth prospects for a range of companies.
Read PostFiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.
Read PostJohn P. Calamos, Sr., CEO and global co-CIO, takes a look at how emerging market indexes are constructed and explains why passive EM strategies, including passive ETFs, may be subject to risks an active approach can avoid.
Read PostEconomic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.
Read PostFirsthand insights from a recent trip to Asia support the Calamos investment team’s view of automation as an exciting secular growth theme.
Read PostCo-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.
Read PostNick 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.
Read PostJohn P. Calamos, Sr. discusses why he views the current EM volatility as a buying opportunity, where the investment team sees compelling prospects, and the enduring secular growth trends in the emerging markets.
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