Co-CIO Nick Niziolek and members of our global equity team explain why they view India as one of the most compelling stories in the emerging markets.
Read PostJohn P. Calamos, Sr. shares his thoughts on changing market conditions and the role that convertible securities can play in responding.
Read PostIn our market neutral approach, the work of hedging around a major event begins days, weeks or even months before. The U.S. presidential election provides a case in point.
Read PostPopulism has won, suggests the election of Donald Trump. Health care reform, infrastructure and defense spending and a bond market sell-off are among the likely policy consequences.
Read PostMarket volatility should come as no surprise. However, as John P. Calamos, Sr. points out, it’s important to keep a long-term perspective and remember that the markets are tremendously resilient.
Read PostThailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.
Read PostIndonesia’s reform initiatives are showing strong momentum and support diverse investment opportunities.
Read PostThailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.
Read PostIndia has embarked upon economic reforms that we believe can fuel country’s economic recovery. These include a simplified tax that looks set to boost the growth prospects of companies in many industries.
Read PostWe see continued upside opportunities in convertible securities but there may be greater disparity in returns, supporting the need for selectivity and active management.
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