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Investment Ideas

Investment Ideas

EM Rebound at 3 Months: Is a Sustained Rally Ahead?

Time will tell whether we are heading toward a sustained rally in emerging markets—but the last three months are off to a promising start.

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Our Recommendations for Diversifying Within an International Allocation

The Calamos International Growth Fund (CIGIX) can be paired with other international funds with low excess return correlations to de-risk the equity allocation of a diversified portfolio.

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Watch: Exploring a Broader Global Opportunity Set

Market cap, growth vs. value, Japan, retail, and U.S.-China trade – all among the topics covered in this global/international investing video series.

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Headlines or No, International Growth Is an Opportunity Advisors Don’t Want Clients to Miss

Calamos infographic discusses the five ways international investing is changing.

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Our Perspective on Growth vs. Value

In the growth vs. value debate, security prices and single-period valuation metrics may not always be an effective shorthand.

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Why Advisors Are Boosting Clients’ Exposure to International Markets

Growth-oriented investors need to go where the growth is, which explains why allocations to international markets are on the rise.

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Watch: Why We’re Overweighting Non-U.S. Equities

These brief videos present the views of Nick Niziolek, CFA, and Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager on global and international markets, including FinTech and robotics developments in emerging markets.

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Encouraging Investors to Unlock the Global Opportunity

To take advantage of global growth that may be in earlier stages of the economic cycle, investors are encouraged to include the rest of the world in asset allocations.

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Convertibles: Why Limit Yourself to Less Than Half the Market?

The global convertibles market offers twice the opportunity of U.S. convertibles, and the opportunities are varied.

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There’s No Denying Emerging Markets—How EM Bounced Back from the Latest Drawdown

Eighteen months after the January 2016 low, emerging markets have bounced back—as they have after the previous six major drawdowns.

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