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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.
Looking forward to 2019, we think there’s a great opportunity for small caps to rally again. Sr. Portfolio Manager Jeff John gives three reasons why.
February 20, 2019
Portfolio Manager Jeff Bourke describes how our growth teams are navigating this uncertain environment to find compelling long-term growth opportunities.
February 14, 2019
Learn why we believe high-quality regional bank stocks are attractive entering 2019.
January 31, 2019
While last year's market environment was challenging, learn why we believe it led to opportunities in 2019.
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
As emerging markets continues to drive global growth, it's clear that individual EM companies have a lot to offer - you just have to know where to find them.
November 15, 2018
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.