Understand emerging markets opportunities and the American Century advantage.
By Al Polit, CFA, Jonathan Veiga, CFA and Bert Whitson - January 2019
EM equities faced many challenges in 2018, including tightening U.S. monetary policy, the U.S.-China trade conflict, geopolitical tensions, and financial crises in Argentina and Turkey. After a tough year, EM may be undervalued in both absolute terms and relative to developed markets. In our view, fundamentally focused, long-term investors have an opportunity to take advantage of irrational market behavior during periods of such undervaluation.
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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.
When it comes to finding compelling investment opportunities outside the U.S., style may not matter as much as you think.
Despite the fears gripping emerging markets, we see attractive opportunities for long-term investors.
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.
This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. There are different options available for your retirement plan investments. You should consider all options before making a decision. Our representatives can help you evaluate all of your distribution options.
Data assumes reinvestment of dividends and capital gains. The value of your investments can fluctuate. Past performance does not guarantee future results.
Diversification does not assure a profit nor does it protect against loss of principal.
International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.
References to specific securities are for illustrative purposes only, and are not intended as recommendations to purchase or sell securities. Opinions and estimates offered constitute our judgment and, along with other portfolio data, are subject to change without notice.
FOR FINANCIAL PROFESSIONAL USE ONLY/NOT FOR DISTRIBUTION TO THE PUBLIC