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By Keith Lee - July 26, 2018
There are so many factors that should be roiling equity markets this year: a growing trade war with China; testy re-negotiations among the North American Free Trade Agreement (NAFTA) partners; ever-present geopolitical risks; rising U.S. interest rates and possible inflation.
But surprisingly, investors are seemingly taking all of those issues in stride so far. Sure, there have been patches of volatility, but when world leaders are threatening each other with thermo-nuclear war via Twitter, we’d expect far more turbulence.
So why haven’t we seen greater volatility? After all, we like to see it periodically to add to positions when some of our favorite stocks take a dip. Well, maybe the market is staying focused on earnings and the outlook for growth, hoping that the political and trade issues get worked out eventually.
Nevertheless, there is one thing that keeps me up at night as a portfolio manager. Click on the video to find out what that is, and what we need to see before investing in any company.
We believe focusing on companies’ potential for long-term, sustainable earnings growth is key to helping endure the economic downturn fueled by COVID-19.
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What’s our strategy for finding high-quality overlooked companies? Our Equity Income team shares their insights and expert perspectives.
When world leaders threaten each other with thermo-nuclear war via Twitter, we’d expect far more turbulence. So why haven’t we seen it?
July 26, 2018
Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.