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.
Market valuations today are relatively high versus long-term averages. As interest rates rise, that's likely to be an impediment to future stock returns. We think the opportunity for stock prices to move higher is going to be more dependent on the rate of corporate profit growth in 2018.
January 16, 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 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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