Animal Spirits: The Case for Emerging Markets

On today’s show, we talk with Nick Niziolek, Co-CIO of Calamos Investments. To learn more, visit Calamos.com

On today’s show we discuss:

• How to find the best opportunities in emerging markets
• Why a strong dollar is a headwind for EM economies, and how a weaker dollar can help
• The enormous gap between EM market cap and EM population

Investor Resources: 

• Calamos emerging markets strategy
• How long could emerging markets lead?
• Q1 2021 Outlook

Listen here:

Charts:

Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.