Understand emerging markets opportunities and the American Century advantage.
By Radu C. Gabudean & Nancy Pilotte - October 2018
Since the 2007-2008 financial crisis, unprecedented accommodative monetary policies and low interest rates have created challenges for investors seeking income from familiar sources, such as bonds and dividend-paying stocks. Despite recent Federal Reserve rate hikes, interest rates and dividend yields remain low by historical standards. Outside the U.S., including in Europe and Japan, yields are even lower, as central banks maintain aggressive easing programs.
We believe investing for income in today’s low interest rate environment requires a broadly diversified strategy with a goal of providing sustainable income. Senior Client Portfolio Manager Nancy Pilotte recently spoke with Portfolio Manager Radu Gabudean about income diversification and professional management and how they can help investors achieve the competing goals of income, total return, and risk management.
October 2018: Q&A
There’s a lot of talk about ESG investing. However, few managers have focused on emerging markets—and that’s where we see a lot of potential.
Trade war aside, Sr. Portfolio Manager Patricia Ribeiro is still finding opportunities to invest in China. Find out how in her latest quarterly update.
By investing with the intention of helping to advance the Sustainable Development Goals, you can play a critical role in creating a more inclusive society.
Capital market return assumptions are an essential component of the investment tools and capabilities we deploy to aid clients in developing portfolio solutions.
Understanding the impact of design decisions on retirement outcomes.
We discuss how a mix of investments may help boost return potential while helping to temper overall volatility.
Diversification does not assure a profit nor does it protect against loss of principal.
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.
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