Global Equities: Will Inflation Slow Expectations?

By Brent Puff - July 5, 2018

First, let me state the obvious: there’s a lot going on in the world today, and much of it is affecting the markets, at least in the short-term.

Whether we’re talking about trade wars, rising interest rates and inflation, or heating and cooling geo-politics, all of it has been giving investors something extra to consider in recent months.

Now let me state something else that should be obvious by now: at American Century Investments, we’re long-term, bottom-up asset managers who work to uncover companies that will thrive—regardless of the swirling economic/political noise.

In the video below, you’ll hear my thoughts on market fundamentals and whether the threat of rising inflation could begin to put a damper on the nine-year bull market we’ve enjoyed.

But as closely as we’re watching inflation and employment rates, we’re even more focused on the metric that tends to drive our buy, sell and hold decisions: corporate profits.

Brent Puff
Brent Puff
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      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.

      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.