Through the first half of the year, EM growth equities have gained ground on value and global companies have rebounded. In a volatile environment, the convertible market provides abundant opportunities for risk management.
Read PostChina’s new STAR Board has been in the headlines since debuting on July 15. This new exchange aligns with many of China’s plans to deepen its domestic capital markets and to increase its overall attractiveness as a destination for capital.
Read PostKey indicators, including strength across consumer and industrial activity, have affirmed our positive bias toward China. The resumption of trade negotiations with the U.S. in the coming days will provide another key signpost.
Read PostWe 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 PostSuccessful investing is about looking at how all the underlying data comes together. Tax reform and de-regulation provide a wind in the sails for businesses, and by extension, the business cycle and bull market.
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?
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