Understand emerging markets opportunities and the American Century advantage.
By Brent Puff - October 24, 2017
In the world of investments, little is certain. However, one thing I can say with complete certainty is that my job is never boring. There are few slow days when you’re tracking market events that span continents and time zones—not to mention synthesizing the connections between them.
Global equity returns remained strong in the third quarter, thanks to improving economic conditions in most major geographies, the continued strength in corporate profit growth and accommodative monetary policy. The future direction of equity market performance hinges on several important factors: the forward progression of corporate profits, inflation expectations, and global monetary conditions will all play a role in determining equity returns.
Where are we looking for opportunities against this backdrop? That’s the subject of my latest video.
Sr. Client Portfolio Manager Laura Granger discusses ways to find growth opportunities outside the U.S. in a decelerating growth environment.
Sr. Portfolio Manager Rajesh Gandhi explains how his team finds ways to “connect the dots” to find growth businesses despite looming trade wars.
Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.
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.
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
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.
International investing involves special risks, such as political instability and currency fluctuations.
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.
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.
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