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Nick Niziolek
Nick Niziolek, CFA

Co-CIO, Head of International and Global Strategies, Senior Co-Portfolio Manager
13 years of industry experience

As a Co-Chief Investment Officer, Nick Niziolek is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of International and Global Strategies, he manages investment team members and has portfolio management responsibilities for international, global and emerging market strategies. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Nick joined the firm in 2005 and has 13 years of industry experience, including tenures at ABN AMRO and Bank One. He received a B.S. in Finance and an M.B.A. from DePaul University.

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Field Notes: The Data Revolution and China’s Artificial Intelligence Strategy

We 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.

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China’s Economy Is Taking Its Preventive Medicine

Nick Niziolek discusses why Chinese companies remain well represented in Calamos’ global and international portfolios, and how our team is managing potential risks.

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Field Notes: Finding Growth “Under the Hood” in China

In a recent visit to China, members of our team had the opportunity to gather insights about opportunities in the auto industry.

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Rise of the Robots: An Investment Opportunity Centered on Japan

Japan’s expertise in robotics highlights the benefits of a global approach to growth.

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Heading into 2018, International Assets Are Positioned for Outperformance

Global growth conditions, dollar weakness and relative valuations are among the factors that support our constructive view for international risk assets.

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After the Punch Bowl, Can There Still Be Life in the Party?

As U.S. monetary policy normalizes and the ECB edges toward tapering, some investors are concerned about the implications for emerging markets. Our team explains why emerging markets are better positioned now versus years past to withstand the impact of higher interest rates in developed markets.

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India's Growth Trajectory: Reasons for Optimism

India is one of our favorite growth stories in the emerging markets. We viewed the sell-off that followed India’s surprise move to demonetize its currency as a buying opportunity, and after a difficult 2016, Indian equities have staged a rebound in 2017.

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India Selloff Suggests Market Is Misreading Long-Term Opportunity

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.

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Philippines: Increasing Economic Freedoms Set the Stage for Growth

With a broad set of economic reforms and stimulus policies underway, the Philippines is an emerging markets we’re following with great interest.

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Indonesia: A Breadth of Reforms Provide Growth Tailwinds

With a broad set of economic reforms and stimulus policies underway, the Philippines is an emerging markets we’re following with great interest.

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Thailand: Referendum Results and Fiscal Policy Support Green Shoots

Thailand 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.

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India: Tax Reform Paves the Way for Investment Opportunity

India 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.

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Health and Longevity Trends in EMs Create Global Opportunities

Co-CIO Nick Niziolek considers how aging EM populations and an increased interest in healthy living support growth prospects for a range of companies.

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“Made in China”: China’s Evolving Export Role in the Global Economy

Infrastructure buildout is a key theme driving long-term growth opportunities, especially in emerging markets. Co-CIO Nick Niziolek discusses the tailwinds that China’s One Belt, One Road initiative is providing to the rail sector, as well as its contribution to China’s changing export landscape.

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The Case for Global Equities Today

Co-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.

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Field Notes: Japan

Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.

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Mexico vs Brazil: A Tale of EM Have and Have-Nots

Co-CIO Nick Niziolek illustrates our selective approach to EMs in a comparison of Mexico and Brazil.

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Investing in China’s Expanding Universe of Opportunity While Maintaining a Risk-Managed Approach

Senior Co-PM Nick Niziolek discusses how the Calamos team uses convertibles to participate in China’s growth potential.

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Japan at an Inflection Point

Japanese equities have rallied and Calamos believes there’s cause for longer-term optimism. Co-PM Nick Niziolek highlights the impact of structural reforms and Japanese corporations’ changing approach.

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India vs. Brazil: A Contrast in Fundamentals

As a comparison of India and Brazil illustrates, EMs are on varying economic reform and monetary policy trajectories, with different levels of exposure to falling commodity prices. Selectivity remains essential against this backdrop.

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Perspectives on China’s Market Meltdown: Long-Term Opportunity Remains

Nick Niziolek, Sr. Co-PM shares our view on Chinese equities and the growth potential the team believes remains intact.

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Green Shoots in China?

Co-CIO Nick Niziolek speaks to signs of economic stabilization in China and our increasingly constructive near-term view of the investment landscape.

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Why Rising Interest Rates Aren’t Necessarily a Harbinger of Trouble for EMs

Fiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.

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Why the Yuan Devaluation Does Not Erode China’s Long-Term Investment Potential

Senior Co-Portfolio Manager Nick Niziolek discusses the opportunities the Calamos team sees in China.

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A Long-Term View for China

In the wake of China's rate cut, Co-Portfolio Manager Nick Niziolek discusses three of the trends that Calamos is monitoring most closely to assess China's prospects and why our long-term outlook remains generally positive.

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Japanese Equities Look Better and Better

Japanese equities and global equities should benefit from recently announced changes by the Bank of Japan and Japan’s Government Pension Investment Fund, explains Co-Portfolio Manager Nick Niziolek.

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¡Viva La Reforma! Part II

Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.

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EM Growth Provides Tailwind for Automation Companies

Firsthand insights from a recent trip to Asia support the Calamos investment team’s view of automation as an exciting secular growth theme.

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The Philippine Growth Story Looks Set to Continue

Co-Portfolio Manager Nick Niziolek speaks to the compelling dynamics the Calamos investment team sees in Philippines financials sector.

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Emerging Markets: PR is on the Upswing

Co-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.

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Field Notes: India

Co-Portfolio Manager Nick Niziolek shares insights from his recent trip to India and discusses how global on-the-ground research enhances our top-down views and bottom-up perspectives.

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Emerging Markets Should Fire Their PR Firms

Nick Niziolek discusses the negative sentiment that has engulfed the EMs overall, and where the Calamos team sees encouraging developments. He also speaks to the team’s long-standing caution about investing in countries like Russia.

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Indonesia: First In Line to Break Away from the Fragile Five?

Co-Portfolio Manager Nick Niziolek, CFA, discusses encouraging economic data in Indonesia and potential near-term catalysts for the country.

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Field Notes: Latin America

Nick Niziolek, co-portfolio manager, shares insights that the Calamos team gathered from its recent travels to Latin America, including where they see the most compelling opportunities today.

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Casting Light on China's Shadow Banking System

Co-Portfolio Manager Nick Niziolek, CFA, provides an overview of China's complex system of wealth management and trust products, and explains why shadow banking has recently unsettled the global markets. He also discusses what the Calamos team is watching most closely in China.

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Perspectives on the Philippines

Nick Niziolek discusses how encouraging trends in the Philippines may stimulate economic growth and create investment opportunity.

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