Understand emerging markets opportunities and the American Century advantage.
Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.
January 10, 2019
Market valuations today are relatively high versus long-term averages. As interest rates rise, that's likely to be an impediment to future stock returns. We think the opportunity for stock prices to move higher is going to be more dependent on the rate of corporate profit growth in 2018.
January 16, 2018
Senior Portfolio Manager Trevor Gurwich explains why the larger opportunity set and domestic focus of global small-cap equities make them well positioned to weather market pressures in the current environment.
Sr. Client Portfolio Manager Laura Granger discusses ways to find growth opportunities outside the U.S. in a decelerating growth environment.
Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.
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.
Trevor Gurwich believes portfolio construction is key to navigating the uncertainties of the ongoing trade tensions between the U.S. and China.
Taking a global approach to investing in small-cap stocks can offer diversification and performance potential through exposure to a greater opportunity set and the inherent inefficiencies of global small-cap markets.
In this highlights video, Trevor Gurwich, Vice President and Senior Portfolio Manager, Global and Non-U.S. Small Cap Equity, discusses his outlook for global small cap stocks.
Trying to find the best opportunities globally within small cap companies.
Despite the first quarter market rally, Global & Non-U.S. Equity Portfolio Manager Brent Puff notes slowing global growth. What’s that mean? The pace of corporate profits is under pressure, which means a more difficult backdrop for equities.
2018 may have been difficult for emerging markets, but Sr. Portfolio Manager Patricia Ribeiro has three reasons to look forward to a better 2019.
January 8, 2019
Trade war and tariffs are creating volatility—and creating opportunity for Sr. Small Cap Portfolio Manager Jeff John’s investment team.
April 20, 2018
In the world of investments, little is certain. Sr. PM Brent Puff explains what he sees are the important factors affecting equity markets.
October 24, 2017
In PM Al Polit's mid-year video, he examines trade concerns, and what the prospect of peace in Korea could do economically for the region.
August 29, 2018
The first quarter was a wild ride for equity markets. VP and Sr. Global & Non-U.S. Equity Portfolio Manager Brent Puff looks at what’s causing volatility, what it means for the equity market and how it presents a chance to be opportunists.
April 03, 2018
Despite geopolitical tensions, trade wars, rising interest rates and inflation, we continue to be constructive on the outlook for equities.
July 05, 2018
Learn why we believe high-quality, dividend-paying U.S. companies may offer solid risk/reward potential.
Massive, enduring shift in consumer behavior presents significant opportunities for active equity managers.
A more positive environment for active value investing
Notes from the Global Growth Equity Desk
Learn about why we believe global small caps offer diversification and performance potential.
Despite the fears gripping emerging markets, we see attractive opportunities for long-term investors.
Learn why we believe small-cap stocks can provide portfolio diversification and performance potential.
While uncertainty over trade policies and Brexit negotiations is weighing on corporate sentiment, learn why we believe the outlook for 2019 non-U.S. corporate earnings growth remains positive.
Learn about how artificial intelligence is scaling investment decisions and changing the investment management industry all together.
Consider current conditions as short-term difficulties and remain focused on the longer-term positive outlook for the region.
Analyzing the Relative Winners and Losers
Notes from the Disciplined Equity Desk