Investment Team Voices

Japan at an Inflection Point

Nick Niziolek
March 17, 2015

Japanese equities have rallied and Calamos believes there’s cause for longer-term optimism. Co-PM Nick Niziolek highlights the impact of structural reforms and Japanese corporations’ changing approach.

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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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