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Investment Team Voices

Global Team Positioning: Consolidating Around Favorite Names, Core Secular Themes

Global Team Perspectives by Nick Niziolek, CFA
March 23, 2020

Nick Niziolek discusses making targeted additions, focused primarily on consolidation around core positions and secular theme opportunities. In uncertain times, thematic tailwinds (such as global payments, bioprocessing, Big Data and AI) can provide a degree of resilience and growth potential.

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Why We Are Optimistic: “Notes from the Frontlines”

Global Team Perspectives by Nick Niziolek, CFA
March 13, 2020

Why our Global Team believes that the impact of the coronavirus on markets is transitory, and that aggressive monetary easing and fiscal response will set the stage for a very strong second half recovery.

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Amid Coronavirus Uncertainty, Calamos Global Team Maintains Long-Term Perspective

Global Team Perspectives by Nick Niziolek, CFA
February 25, 2020

From a global health standpoint, there is no doubt that the coronavirus warrants deep concern. However, from an investment standpoint, our base case continues to view the coronavirus outbreak as a transitory issue. We see the potential for a release of pent-up demand and greater monetary support and fiscal support contributing to a 2H2020 recovery.

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Investing in Disruption: Perspectives on the Aerospace Industry

Global Team Perspectives by Jay Stewart, CFA
January 30, 2020

Investment opportunities in the aerospace industry are evolving due to global demographics and the grounding of Boeing’s MAX aircraft. Our team speaks to the sustainable long-term trends they see for select global commercial aerospace companies.

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The Global Opportunity Set Is Growing in 2020

Nick Niziolek, Co-CIO, and the Calamos Global Team
January 14, 2020

The coming year offers many reasons to be optimistic about global opportunities, according to Nick Niziolek, Co-CIO and Head of International and Global Strategies at Calamos. The combination of rising global liquidity, improving fundamentals, and a weaker dollar can fuel a significant rally in overseas markets in 2020.

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Field Notes: Insights on the Global Payments Ecosystem

Global Team Perspectives by Alex Wolf, CFA
November 11, 2019

Our global team shares additional thoughts on the global payments ecosystem following a conference on the future of money that featured some of the world’s leading experts in payments, regtech, blockchain, cryptocurrencies, and digital trust. Forums such as these complement our in-house research, in this case deepening our understanding of evolving payment industry and its nuanced investment opportunities.

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Global Growth Themes: The Opportunity of Bioprocessing

Global Team Perspectives by Sam Schuette
October 8, 2019

Part of our global team’s strategy is to search out investment themes that we think will provide tailwinds for sustainable long-term growth and position our portfolios to benefit from them. In this post, we take a look at the bioprocessing industry and three themes that we believe will drive growth.

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China’s Stealth Stimulus: Part 2?

Global Team Perspectives by Nick Niziolek, CFA
October 1, 2019

In early 2016, many investors were surprised by China’s economic recovery. The lesson learned from the recovery was that policy responses in China have become stealthier and more targeted than they were during prior economic cycles. Consequently, it has become increasingly important to understand where policy is focused to position our portfolios to benefit from these tailwinds.

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