Investment Team Voices

India’s Stealth Bull Market

Paul Ryndak, CFA, and Kyle Ruge, CFA
September 30, 2021

The Calamos Global Equity Team explains why they believe India is one of the most compelling long-term growth stories in emerging markets and where they are finding investment opportunities.

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Inflation Casts a Longer Shadow

Christian Brobst, Vice President, Co-Portfolio Manager
September 24, 2021

As economic reopening has progressed and temporary supply disruptions have become more pervasive, the Calamos Fixed Income Team is adjusting its stance on inflation to incorporate above-trend, above-target inflation that will persist over the next two years, and potentially longer.

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Volatility Creates Opportunity in China’s Equity Market

Nick Niziolek, CFA
September 10, 2021

Co-CIO Nick Niziolek discusses why the Calamos Global Equity Team is positive on the long-term prospects of many Chinese equities. He also discusses how the team is using convertible securities to purse risk-managed participation in the Chinese equity market.

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