Will Growth Stocks Continue to Surge in 2018?

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.

Michael Li
Michael Li
  • Related Articles
  • More From Author

Seeking Growth in a Softer Economy

Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.

Two High-Quality Ways to Boost Energy Exposure

Investing in small-cap energy companies can be risky. Our portfolio managers discuss two potential solutions to this dilemma.

Emerging Markets Have Hit It Out of the Park Recently

A fund's batting average is a measure of consistency—the periods of a manager's outperformance divided by the total number of periods.

    Will Growth Stocks Continue to Surge in 2018?

    With uncertainties on the horizon heading into 2018, growth PM Michael Li still believes there are still attractive opportunities in the growth investing space.

      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.