Investment Team Voices

Calamos Investment Team Outlooks, April 2021

April 19, 2021

The first quarter of 2021 delivered new challenges for investors, including rotational markets, rising interest rates and mounting inflation pressures. Senior members of our investment organization share their outlooks and discuss how they are positioning the Calamos funds to navigate the crosscurrents. With an introduction from John P. Calamos, Sr., Founder, Chairman and Global Chief Investment Officer.

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Taper Tantrum Redux? History Often Rhymes, but It Rarely Repeats

Nick Niziolek, CFA
April 9, 2021

Co-CIO Nick Niziolek, CFA, explains why the Calamos Global Team is not expecting a repeat of the 2013 Taper Tantrum once the Federal Reserve does begin removing monetary stimulus. He discusses how changed Fed policy, improved emerging market fundamentals and a strong growth outlook put emerging markets on a far better footing today.

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