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By Michael Li - January 3, 2018
Within the context of the past several years, uncertainty at a macro level is, in my opinion, nowhere near the level of what we saw in 2016. There are certainly still unknowns—new Federal Reserve leadership, the implications of recent tax reform, Europe’s economic recovery and of course the interest rate environment—but the peak of uncertainty is likely behind us.
As we keep all of that in my peripheral vision, I’m focused on opportunity. And the two areas that stand out to me this quarter are healthcare and IT. In the video below, I dive into how innovation and disruption in these two industries are resulting in opportunity in the form of risk-rewards.
There’s something alluring about owning gold in times of uncertainty. CIO P. Satish, head of global analytics, explains why in this 2020 gold outlook.
Growth has obviously beaten down value in recent years. But when do earnings get completely divorced from actual valuations?
July 20, 2018
Morningstar recently made comprehensive updates to the way it evaluates sustainability across funds, sectors and companies. Understand what's changed.
With uncertainties on the horizon heading into 2018, growth PM Michael Li still believes there are still attractive opportunities in the growth investing space.
January 03, 2018
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.