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By Mike Liss - November 2, 2017
I've been watching financial markets—in one way or another—for a long time. It's hard to believe, but I'm now almost two decades into my career. That tenure provides enough experience to know things come in cycles. Early in my career, it was the tech bubble; now it's FANG stocks—Facebook, Amazon, Netflix and Google. What a lot of people lose sight of, in all the excitement of the trajectory of these tech stocks, is valuation.
At a certain point, valuation is going to matter and people are going to start paying attention to whether they're actually getting what they're paying for. But until that happens, where can value investors turn? It's certainly been a tough environment, but there are still some attractive risk-reward opportunities out there. In today's update, I share three sectors that currently pique my interest.
Each generation of wireless technology enabled faster speeds and innovation. Could 5G also pave the way for improved social and environmental issues?
Dividends are at risk in the aftermath of COVID-19 shutdowns, but we’re still finding companies that can withstand the recession and grow their dividends in the future.
Focusing on quality has historically led us to companies with strong financial and ESG characteristics.
“Unprecedented” sounds cliché, but it’s still the best way to describe the current market and economic situation. What does that mean for value investing?
It’s too early for value investors to declare victory, but last quarter’s value rebound has Sr. PM Mike Liss optimistic about these opportunities.
Tariffs. Rising rates. Geopolitical turmoil. None of this deters Sr. Portfolio Manager Mike Liss on his mission to turn high-quality companies underperforming into shareholder return. See which industries are on his radar this quarter.
April 17, 2018
References to specific securities are for illustrative purposes only, and are not intended as recommendations to purchase or sell securities. Opinions and estimates offered constitute our judgment and, along with other portfolio data, are subject to change without notice.
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.