The Calamos Blog

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

Global Perspectives by Nick Niziolek, CFA

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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Short-Term High Yield: The Road Less Traveled

Fixed Income Perspectives by Christian Brobst

The short-duration high yield market may be an overlooked corner of the market, but the Calamos Fixed Income team sees it as an excellent hunting ground for alpha opportunities.

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China’s Economy Is Taking Its Preventive Medicine

Global Equity Team Perspectives by Nick Niziolek, CFA

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

Global Equity Team Perspectives by Nick Niziolek, CFA

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

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India vs. Brazil: A Contrast in Fundamentals

Nick Niziolek, CFA; Dennis Cogan, CFA; and Dave Gallagher, CFA

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

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?

Nick Niziolek

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

Nick Niziolek and Todd Speed

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

Nick Niziolek

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

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EM Growth Provides Tailwind for Automation Companies

Nick Niziolek and Paul Ryndak

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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