Emerging Markets in 2021: The Case for Increasing Exposure Now
Wednesday, March 10, 2021
2:00 PM EST | 11:00 AM PST
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The weak dollar, low-interest rates, and accelerating growth—these are just three of an array of factors that argue in favor of increasing your clients exposure to emerging markets.
Join us Wednesday, March 10, for a review of EM investment opportunities. Headlining our webcast panel will be Calamos Founder, Chairman, and Global Chief Investment Officer John P. Calamos, Sr. Joining John will be:
- Nick Niziolek, CFA, Co-CIO, Head of International and Global Strategies, Senior Co-Portfolio Manager
- Todd Speed, CFA, Senior Vice President, Portfolio Specialist
In addition to covering secular growth themes (monetary and fiscal stimulus, China’s global leadership, growth and inflation expectations, the weaker dollar, and strengthening liquidity), you’ll hear the Calamos’ take on several thematic tailwinds driving the EM opportunity, including:
- EM technology
- Global payments ecosystem
We’ll conclude our discussion with a review of the differentiated approach of Calamos Evolving World Growth Fund (CNWIX), which has successfully pursued a favorable risk/reward skew through bottom-up security selection, top-down thematic analysis, and opportunistic use of less-well-known asset classes, such as convertible securities.
For Investment Professional Use Only. Not For Use With The Public.
Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Please see the prospectus and summary prospectus containing this and other information which can be obtained by calling 1-800-582-6959. Read it carefully before investing.
An investment in the Fund(s) is subject to risks, and you could lose money on your investment in the Fund(s). There can be no assurance that the Fund(s) will achieve its investment objective. Your investment in the Fund(s) is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. The risks associated with an investment in the Fund(s) can increase during times of significant market volatility. The Fund(s) also has specific principal risks, which are described below. More detailed information regarding these risks can be found in the Fund's prospectus.
The principal risks of investing in the Calamos Evolving World Growth Fund include: equity securities risk consisting of market prices declining in general, growth stock risk consisting of potential increased volatility due to securities trading at higher multiples, foreign securities risk, emerging markets risk, convertible securities risk consisting of the potential for a decline in value during periods of rising interest rates and the risk of the borrower to miss payments, and portfolio selection risk. As a result of political or economic instability in foreign countries, there can be special risks associated with investing in foreign securities, including fluctuations in currency exchange rates, increased price volatility and difficulty obtaining information. In addition, emerging markets may present additional risk due to potential for greater economic and political instability in less developed countries.
John P. Calamos, Sr.
Founder, Chairman and Global Chief Investment Officer
John P. Calamos, Sr. is Chairman and Global CIO of Calamos Investments, a firm he founded in 1977. With origins as an institutional convertible bond manager, the firm has grown into a global asset management firm with major institutional and individual clients around the world. The firm is headquartered in the Chicago metropolitan area with additional offices in New York, San Francisco, Milwaukee and the Miami area.
Mr. Calamos has established research and investment processes centered around a team-based approach designed to deliver superior risk-adjusted performance over full market cycles through a range of U.S. and global investment strategies including equity, fixed income, convertible and alternative investments.
With 50 years of industry experience, he is often quoted as an authority on risk-managed investment strategies, markets and the economy. He is a frequent speaker at investment seminars and conferences around the world and appears regularly on CNBC, Bloomberg TV and Fox Business Channel.
Mr. Calamos has written two books: Investing in Convertible Securities: Your Complete Guide to the Risks and Rewards and Convertible Securities: the Latest Instruments, Portfolio Strategies, and Valuation Analysis.
He received his B.A. in Economics and an M.B.A. in Finance from the Illinois Institute of Technology. He joined the United States Air Force after graduation where he served as a combat pilot during the Vietnam War and ultimately earned the rank of Major.
Robert F. Behan, CFA
Executive Vice President, Chief Distribution Officer
Robert F. Behan leads Global Distribution, which includes the firm’s Intermediary, Institutional, International, and Strategic Partner channels. His duties include distribution, market analysis, and product optimization, selection and placement. A member of the executive management team, he is responsible for distribution execution and strategic growth initiatives, as well as the firm’s overall global distribution strategy and execution. Bob serves as Vice President to the Calamos Investment Trust.
He joined the firm in 2007 and has 30 years of industry experience. He has extensive industry experience in several senior positions including Vice President – Head of Sales for Citizens Advisers, Vice President – Head of Institutional Northeast Distribution for Strong Capital Management, and Vice President–Large Market Institutional for CIGNA Retirement and Investment Services.
At each of his prior firms, Bob attained #1 producer status, and at age 29 was the youngest person to join CIGNA’s prestigious “Gold Circle.” Bob is frequently sought out for his insights on trends in the financial services industry. He has recently been quoted in Ignites, Fund Action, MFWire, and Pensions & Investments. He received a B.A. in Economics from Syracuse University and is also a CFA charterholder.
CFA, Co-CIO, Head of International and Global Strategies, Senior Co-Portfolio Manager
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 19 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.
CFA, Senior Vice President, Portfolio Specialist
As a senior member of the Calamos portfolio specialist team, Todd focuses on global, international and emerging market equity strategies. Todd is responsible for communicating investment process and strategy, macroeconomic perspectives, strategy performance, positioning, and risk attribution to clients, consultants, and other stakeholders and investors in the firm’s strategies. In addition, Todd supports the co-portfolio managers and co-chief investment officers with the analysis of portfolio activity, positioning, and risk attribution. Todd joined the firm in 2010 and has 21 years of industry experience, including roles at BaincoInternational Investors, CFRA LLC and Deutsche Bank. Todd received a B.A. in Economics and Political Science from Duke University and an M.B.A. from the Fuqua School of Business. Todd holds Series 7 and 63 registrations.
CEO and Founder
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.