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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.
The market’s worst days don’t have to be your portfolio’s worst days. Here are some of the benefits of keeping an eye on quality.
“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?
Stock prices may appear low, but we’re watching for oil supply and demand to show signs of rebalancing.
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.