Buying Opportunities in the U.S.-China Trade War

2019 Midyear Insights

By Trevor Gurwich - July 8, 2019

U.S.-China trade relations have undoubtedly ratcheted up market uncertainty. But returns have been good this year, and despite sell-offs in May, we’ve seen that there are still attractive investment opportunities around the globe.

Which kinds of companies could benefit from the current trade war, or from the end of trade tensions? Or, could certain businesses thrive either way? My team looks for these win-win situations. We design our portfolios to be robust whether there’s resolution to the trade war or whether it lingers on.

In my latest video, I share why a detailed portfolio construction process is key to navigating this volatile trade environment. Click on the link below for the full discussion.

Transcript

Our Global Approach to Small-Cap Investing

We believe in taking an active, global approach in small-cap investing.

Here's Why
  • Related Articles
  • More From Author

Sustainable Investing in Emerging Markets

There’s a lot of talk about ESG investing. However, few managers have focused on emerging markets—and that’s where we see a lot of potential.

Opportunities in China Amid the Trade War

Trade war aside, Sr. Portfolio Manager Patricia Ribeiro is still finding opportunities to invest in China. Find out how in her latest quarterly update.

Slower Growth and Market Returns in 2019

Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.

    Finding Global Small-Cap Opportunities in Uncertain Markets

    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.

    2019 Midyear Insights: Buying Opportunities in the U.S.-China Trade War

    Trevor Gurwich believes portfolio construction is key to navigating the uncertainties of the ongoing trade tensions between the U.S. and China.

    The Case for Investing in Global Small Caps

    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.

      FOR INSTITUTIONAL USE ONLY | NOT FOR PUBLIC USE

      References to specific securities are for illustrative purposes only, and are not intended as recommendations to purchase or sell securities. Opinions and estimates offered constitute our judgment and, along with other portfolio data, are subject to change without notice.

      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.