Understand emerging markets opportunities and the American Century advantage.
By Al Polit, CFA - April 2019
As an adherent of absolute-value investing, I frequently compare our Non-U.S. Intrinsic Value portfolio to other so-called absolute-value (or deep-value) peers, and continually conclude they don't live up to that label under closer scrutiny. We believe we're as deep value as it gets, and in most cases, we find ourselves standing out based on the way we define value.
Notes from the Global Value Equity Desk
Trade war aside, Sr. Portfolio Manager Patricia Ribeiro is still finding opportunities to invest in China. Find out how in her latest quarterly update.
COVID-19 may have lasting societal impacts—potentially even affecting the way we invest. Head of ESG Guillaume Mascotto breaks down the implications.
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.
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.
For purposes of compliance with the Global Investment Performance Standards (GIPS®), the Firm is defined as American Century Investment Management, Inc. (ACIM). ACIM claims compliance with GIPS. To receive a complete list of composites and/or a GIPS compliant presentation, contact: American Century Investments | 4500 Main Street | Kansas City, MO 64111-7709 | 1-866-628-8826 | americancentury.com