Emerging Markets Equity: Are We in for a Rebound?

By Patricia Ribeiro - January 8, 2019

After a tough 2018, I’m very optimistic about emerging market equities this year. Sure, there are still headwinds—notably, the ongoing trade dispute between the U.S. and China—but I do believe the two nations will work out an agreement for one simple reason: no one wins a trade war.

There are other reasons I’m anticipating a better year in my investment discipline. First, the growth drivers are still there in emerging markets. Second, valuations have gotten attractive. And third, with the prospect of the U.S. Federal Reserve tapering its interest rate increases, that could present a nice tailwind for emerging markets, as well.

In my latest video, I present my argument for investing in emerging market equities, as well as offering a bit of insight into what worries me as we start 2019.

Patricia Ribeiro
Patricia Ribeiro

Transcript

Emerging Market Updates

Get the latest from our Emerging Markets team.

Explore More
  • Related Articles
  • More From Author

Why Alignment with the SDGs Is Crucial When Investing in Developing Economies

At American Century Investments®, we think impact investing using the U.N. Sustainable Development Goals (SDG) framework is especially crucial in emerging markets (EM).

5G Brings Growth Opportunities for Investors

Each generation of wireless technology enabled faster speeds and innovation. Could 5G also pave the way for improved social and environmental issues?

EM Central Banks Enter Uncharted Policy Waters

Previously, EM policymakers sought to protect their currencies when capital flows suddenly stopped. Now, they are trying to protect growth—at any cost.

    Why Alignment with the SDGs Is Crucial When Investing in Developing Economies

    At American Century Investments®, we think impact investing using the U.N. Sustainable Development Goals (SDG) framework is especially crucial in emerging markets (EM).

    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 Emerging Markets Small-Cap Investing

    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.

      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.

      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.

      Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.