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

By Patricia Ribeiro - July 6, 2018

Too often, we hear economic commentary about “the Emerging Markets” (EM) as if they are one entity, moving in concert. But that’s not reality.

There are a couple of dozen Emerging Markets countries, each occupying its own position in the cycle. Some are in a strong place economically; others are slowing, or have trouble on their doorsteps.

Some are stable politically; others are in the midst of elections that could shake-up the nation—or even the region.

We keep a close watch on each of them individually—a hallmark of active management—which is how we invest our clients’ money here at American Century.

In the video below, you’ll hear me discuss the ways we take advantage of the EM volatility that has challenged the faith—and nerve—of so many other investors.

Get Our Latest Emerging Markets Insights

Read More
  • Related Articles
  • More From Author

Morningstar Changes Sustainability Ratings

Morningstar recently made comprehensive updates to the way it evaluates sustainability across funds, sectors and companies. Understand what's changed.

Emerging Markets Debt: A Return to Normal

Sr. Portfolio Manager Margé Karner sees attractive options for active managers headed into the second half of 2018, despite volatility.

Emerging Markets Debt: On the Heels of a Goldilocks Year

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.

    Asset TV MASTERCLASS: Insights and Expectations for 2019

    Three of the finest at American Century will discuss how they've managed their specific areas of expertise throughout all of it and what they see on the horizon in 2019.

    Emerging Markets: Beyond Tariffs and Trade Wars

    Going into second quarter, VP & Sr. Emerging Markets Portfolio Manager Patricia Ribeiro looks at the potential effect of a trade war with Mexico.

    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.