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.
Here’s the role the Federal Reserve has played in the 2020 economy, and what policymakers are expecting for the rest of the year.
As the coronavirus continues to alter supply chains, consumer behavior and government policy, is now really the best time to own the entire market in a portfolio?
COVID-19 continues to spread, and countries are ramping up their responses to protect vulnerable economies. Will their efforts pay off?
Despite the fears gripping emerging markets, we see attractive opportunities for long-term investors.
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
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.
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.
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.
FOR INSTITUTIONAL USE ONLY | NOT FOR PUBLIC USE