Understand emerging markets opportunities and the American Century advantage.
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.
August 2018
Trevor Gurwich
April 2019
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
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
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.
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.
Massive, enduring shift in consumer behavior presents significant opportunities for active equity managers.
September 2018
A more positive environment for active value investing
July 2018
Notes from the Global Growth Equity Desk
Learn about why we believe global small caps offer diversification and performance potential.
March 2019
Despite the fears gripping emerging markets, we see attractive opportunities for long-term investors.
January 2019
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.
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
Learn about how artificial intelligence is scaling investment decisions and changing the investment management industry all together.
November 2018
Consider current conditions as short-term difficulties and remain focused on the longer-term positive outlook for the region.
October 2018
Analyzing the Relative Winners and Losers
Notes from the Disciplined Equity Desk