Understand emerging markets opportunities and the American Century advantage.
By Patricia Ribeiro & Nathan Chaudoin - June 2019
Our Emerging Markets Equity team believes earnings acceleration—when a company’s EPS are growing at an accelerating rate—represents one of the most important indicators of a stock’s potential to increase in price. Correctly using earnings acceleration to forecast the extent of sustainable improvement may help generate superior investment returns. Employing that process in concert with analyzing and monitoring long-term secular trends can be applied to investing in emerging markets.
Market Perspective | June 2019
Is earnings acceleration an underused source of diversification and excess return? See what the new data shows across regions, sectors and factors in different market environments.
In this Q&A, Senior Portfolio Manager Patricia Ribeiro and Senior Client Portfolio
Manager Nathan Chaudoin discuss why we believe the current market environment
may present opportunities for long-term emerging markets (EM) investors.
Hear directly from our emerging markets equity investment team on performance, portfolio positioning and the market environment.
As countries emerge from lockdown and vaccinations accelerate, we expect continued improvement in growth in the second half.
Learn why we believe investors may achieve alpha with impact without compromising solid returns.
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.