Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager, elaborates on how technologies are disrupting financial services—a development known as FinTech.
Robotics and automation solutions are being adopted by emerging economies eager to boost their productivity while controlling their expenses, says Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager.
Nick Niziolek, Co-CIO, Head of International and Global Strategies and Senior Co-Portfolio Manager, provides the backstory on the 2008 inception of Calamos Evolving World Growth Fund (CNWIX).
Matt Freund, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, explains that there are three main reasons to go active over passive: risk management, the composition of fixed income indices and the changing nature of fixed income indices.
Matt Freund, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, cautions investors not to think about the bond market as one single, monolithic market, but to think about sectors and exposures. The team sees opportunities in select parts of the credit markets, the structured product markets, as well as the international and convertible markets.
Matt Freund, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, says investors need to remember these three reasons to own fixed income: the asset needs to be cheap, provide needed income or serve as a hedge against other positions in a portfolio.
Michael Grant, SVP, Senior Portfolio Manager, says the days of information as an investor’s edge are over. Good decisions, not good information, are what counts now.
Michael Grant, SVP, Senior Portfolio Manager, describes the appeal of long/short equity: to act like a long-only investor when the environment is favorable and yet to have the flexibility to preserve capital when the environment turns.
Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-PM, says the goal is to buy low and sell high, generate coupon income and trade around the portfolio.