Talk Your Book: The Case For Emerging Markets

Today’s Talk Your Book is presented by Calamos Investments:

We spoke with Nick Niziolek, Co-CIO at Calamos Investments about all things emerging markets.

We discuss:

  • Why active management is not dying
  • What happened to emerging markets over the past decade?
  • Does the dollar need to fall for EM outperformance?
  • How does the dollar impact EM economies?
  • How Fed policy could help EM performance
  • Picking countries vs. picking stocks in EM
  • Where is all the innovation coming from in EM countries?
  • Green infrastructure as an EM investment theme
  • What’s going on in the global electric vehicle boom?
  • How do capital flows impact EM?
  • What was the fiscal response to the pandemic?

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