Understand emerging markets opportunities and the American Century advantage.
By Brent Puff - January 16, 2018
Global equity markets start 2018 with many of the ingredients necessary for success: strengthening global macroeconomic conditions, strengthening employment conditions, and strong consumer and business optimism. The benefits from materially lower corporate tax rates in the United States should be additive to the already improving global backdrop.
In the video below, I share what I believe the future looks like for equity markets over the next 12 months.
Sr. Client Portfolio Manager Laura Granger discusses ways to find growth opportunities outside the U.S. in a decelerating growth environment.
Sr. Portfolio Manager Rajesh Gandhi explains how his team finds ways to “connect the dots” to find growth businesses despite looming trade wars.
Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.
Despite the first quarter market rally, Global & Non-U.S. Equity Portfolio Manager Brent Puff notes slowing global growth. What’s that mean? The pace of corporate profits is under pressure, which means a more difficult backdrop for equities.
In the world of investments, little is certain. Sr. PM Brent Puff explains what he sees are the important factors affecting equity markets.
October 24, 2017
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.
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