EM Growth Provides Tailwind for Automation Companies
Firsthand insights from a recent trip to Asia support the Calamos investment team’s view of automation as an exciting secular growth theme.
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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