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

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      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.