Understand emerging markets opportunities and the American Century advantage.
By Robert V. Gahagan - August 14, 2018
The synchronized global growth story appears to be under some stress, as evidenced by data in the second quarter of this year. Growth could further decelerate if protectionist trade policies around the world go from rhetorical to reality. If so, it could be mean disruption to supply chains, higher consumer prices and uncertain business planning until cooler heads prevail.
This trade war talk is leading many investors to wonder how they can protect themselves in this rather uncertain environment. While there’s no guarantee against loss when you invest, I’d suggest looking into inflation protection for your portfolio. In my mid-year update video, I lay out some strategies in an environment of rising rates and a possible trade war.
The return potential of developing economies is a given. But, the ability to capture it without undue risk is not.
As the credit cycle ages and corporate bond investors grow increasingly defensive, we believe select strategies may continue to deliver value.
Monthly analysis of the global bond market.
The on-going trade war talks could lead to uncertain environments until cooler heads prevail. What strategies can investors use in such an environment?
August 14, 2018
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