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By Margé Karner - June 28, 2018
Emerging markets (EM) volatility is on the upswing, thanks to rising U.S. interest rates, mixed global growth and increased geopolitical risk. The volatility seems extreme after last year’s low-volatility environment, but I think it’s just returning closer to long-term, normal levels.
When there’s turmoil in one part of emerging markets, it’s easy to associate those risk factors with all EM countries. But not all are the same, nor are they affected by the same risks. Many factors are country specific. I’m keeping a close eye on Argentina, Turkey, Mexico and Brazil, each of which have distinctive risks.
Yes, the current EM debt environment is volatile. But I believe there may be attractive opportunities for active managers in the turmoil. Find out what I’m focusing on for the second half of 2018 in the video below.
Nomura Corporate Research and Asset Management discusses how it seeks to identify companies that can carry their debt loads through the economic cycle.
We saw the resiliency of the municipal market in 2017. Going into 2018, we're monitoring how changes in tax and healthcare policies may impact the issuance and value of munis.
January 26, 2018
VP & Sr. Fixed Income Portfolio Manager Kevin Akioka sees a couple of wild cards for corporate bond investing—tax reform probably being the big one.
February 08, 2018
Sr. Portfolio Manager Margé Karner sees attractive options for active managers headed into the second half of 2018, despite volatility.
June 28, 2018
Will 2018 be another positive year for Emerging Market Debt? VP & Sr. Emerging Market Debt Portfolio Manager Marge Karner believes the landscape looks constructive, but there are potential concerns about complacency and valuations becoming stretched.
April 11, 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.