Understand emerging markets opportunities and the American Century advantage.
By Laura Granger, CFA - July 2019
In this paper, we explain why we believe investing in non-U.S. equities has been challenging over the past year. We discuss how our investment process helps lead to identifying high-quality companies domiciled outside the U.S. that we believe represent attractive opportunities despite the current environment and provide specific examples of companies that have seen positive earnings revisions.
Finding Growth Opportunities Outside the U.S. in a Decelerating Growth Environment
Learn more about Non-U.S. Growth performance
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.
Monthly analysis of the global bond market.
Senior Portfolio Manager Patricia Ribeiro explains how adding small-cap stocks to an emerging markets (EM) allocation may improve returns, provide portfolio diversification and reduce overall portfolio volatility.
Sr. Client Portfolio Manager Laura Granger discusses ways to find growth opportunities outside the U.S. in a decelerating growth environment.
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.