Emerging Markets: Beyond Tariffs and Trade Wars

By Patricia Ribeiro - April 4, 2018

Tariffs. Trade wars. Rate hikes. A new Federal Reserve chairman. The past 90 days brought with them more economy-impacting news than any other quarter in nearly a decade.

Beyond the fear-inducing headlines, the challenge for asset managers is to determine how each development might affect markets. In other words, we have to sort through the noise. American Century Investments takes a bottom-up approach, meaning we focus on individual companies first. We don’t ignore macro-economic factors; instead, we investigate the consequences of policy changes on the companies we invest in, or for those we want to invest in.

In this quarter’s outlook, I examine the potential effects of trade wars involving Mexico. Learn more by watching the video below and hear my thoughts on what the next 12 months will likely bring for emerging markets.

  • 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.

2019 Midyear Insights: Emerging Markets Fight Through Volatility and Headlines

In 2019, we are seeing emerging markets investors focusing more on the bottom up—for stocks that will outperform—and less on just headline news.

    Strong Rebound for Emerging Markets

    A change in Federal Reserve policy was beneficial for emerging markets. Find out where Sr. Portfolio Manager Patricia Ribeiro has seen positive shifts.

    Emerging Markets 2018 Outlook: Will EM Continue to Outperform?

    In 2017 emerging markets came back strong from depressed levels. We think stock selection may play a bigger role in 2018.

    Emerging Markets: Not a One-Size-Fits-All Approach

    Portfolio manager Patricia Ribeiro takes an active approach when evaluating the 24 diverse countries of the emerging markets universe.

      International investing involves special risks, such as political instability and currency fluctuations.

      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.