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
Trade war aside, Sr. Portfolio Manager Patricia Ribeiro is still finding opportunities to invest in China. Find out how in her latest quarterly update.
Will the global outbreak threaten prospects for emerging markets debt? Portfolio Manager Abdelak Adjriou offers his views.
March 27, 2020
Portfolio Manager Abdelak Adjriou recently sat down with AssetTV for a wide-ranging interview. Hear his take on a number of topics. With duration a powerful tailwind in 2019, emerging markets debt (EMD) delivered some of its best returns in years.
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.
First Quarter 2020
Senior Portfolio Manager Patricia Ribeiro explains how adding small-cap stocks to an emerging markets (EM) allocation may improve returns, provide portfolio diversification and reduce overall portfolio volatility.
In 2019, we are seeing emerging markets investors focusing more on the bottom up—for stocks that will outperform—and less on just headline news.
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.