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By Patricia Ribeiro - October 16, 2017
Last week, the Wall Street Journal proclaimed that “emerging markets are having a banner year.” And I can’t disagree, but we didn’t start 2017 with extreme optimism.
In preparation for this quarter’s outlook, I went back to revisit my earlier blog posts. A lack of direction around U.S. policies and trade issues dominated the conversation, and “uncertainty” and “challenges” were two terms I repeatedly used—along with “cautiously optimistic.”
The turbulence cleared starting in the second quarter. Gross domestic product improved in many emerging countries, lower inflation resulted in lower interest rates, and fiscal discipline led to improving performance. A lot can change over the course of one year. That keeps me hopeful, but I know the tide can turn quickly, which is why we’re always vigilant.
This leads to the question of what, if anything, worries me about the future performance of emerging markets. Find out in the video below.
It's been a tough year for value investors, but VP and Sr. Portfolio Manager Michael Liss sees risk-rewards in energy and consumer staples.
November 02, 2017
2018 hasn't been kind to emerging markets. Sr. Portfolio Manager Patricia Ribeiro believes fears of contagion, which never materialized, caused the recent volatility. Read why she's still encouraged by opportunities.
October 29, 2018
A change in Federal Reserve policy was beneficial for emerging markets. Find out where Sr. Portfolio Manager Patricia Ribeiro has seen positive shifts.
In 2017 emerging markets came back strong from depressed levels. We think stock selection may play a bigger role in 2018.
January 24, 2018
International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.
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.