The Calamos Blog

The Philippine Growth Story Looks Set to Continue

Nick Niziolek

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

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The Case For Growth Now

Gary Black

Global Co-CIO Gary Black speaks to the opportunity the Calamos team sees in growth equities, reflecting valuations and the economic landscape.

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Emerging Markets: PR is on the Upswing

Nick Niziolek

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

Nick Niziolek

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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The Game is Changing

John McClenahan

John McClenahan, head of risk management, explores which types of stocks have tended to perform well in different economic environments and some of the factors that are influencing the market today.

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If Henry Ford Could See Us Now

Stephen Roseman

Stephen Roseman, consumer sector head, discusses how Calamos team identifies compelling prospects in the auto industry.

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When Stocks Behave Like Bonds

Gary Black

Global Co-CIO Gary Black shares his perspective on recent stock market volatility and explains why he believes high-momentum stocks have come under the most pressure.

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Convertible Investments for a Cloudy Day

Steve Klouda

In "Convertible Investments for a Cloudy Day," Steve Klouda explains how the Calamos team uses convertibles to participate in more volatile industries, with potentially less downside volatility.

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Emerging Markets Should Fire Their PR Firms

Nick Niziolek

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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How Do You Know It’s a Stock Picker’s Market?

John McClenahan

Correlation, dispersion and tracking error data provide insights into the market environment, explains John McClenahan, Head of Risk Management at Calamos.

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