Understand emerging markets opportunities and the American Century advantage.
By Al Polit - August 29, 2018
There is, understandably, a lot of angst when it comes to current U.S. trade policy and the decision to impose additional tariffs on countries like China or Mexico. What many people don’t consider is how these protectionist policies could affect not only prices, but where a company builds its next factory.
Against this backdrop, we’re also watching a strengthening U.S. dollar. As a global value investor, that’s actually an exciting proposition because of the opportunities it presents—especially in emerging markets, where company valuations might be getting beaten down and could become more attractive.
In my mid-year “report card” video, I examine not only trade concerns, but also what the prospect of peace on the Korean peninsula could do economically for the region. Click the video to find out what else is on my mind, including why I think we should brace for more volatility throughout the rest of 2018.
Sr. Portfolio Manager Rajesh Gandhi explains how his team finds ways to “connect the dots” to find growth businesses despite looming trade wars.
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.
In this highlights video, Trevor Gurwich, Vice President and Senior Portfolio Manager, Global and Non-U.S. Small Cap Equity, discusses his outlook for global small cap stocks.
In PM Al Polit's mid-year video, he examines trade concerns, and what the prospect of peace in Korea could do economically for the region.
August 29, 2018
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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.
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.
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