Understand emerging markets opportunities and the American Century advantage.
By Patricia Ribeiro - First Quarter 2020
There’s a lot of talk about environmental, social and governance (ESG) investing. However, few managers have focused on emerging markets—and that’s where we see a tremendous amount of potential.
When we engage companies in emerging markets on ESG issues, they’re often surprised. They may already be improving their environmental, social or governance practices, but no manager has ever asked them how their companies address ESG factors. This tells us we’ve found a significant opportunity.
I think we are pioneers in this space. We don’t see a lot of attention from other emerging markets equity managers on ESG or on the United Nations Sustainable Development Goals, which our strategy aligns with.
Watch my videos for more on our process and for examples of companies that are doing something good for the world, as well as generate alpha.
Get additional insights about ESG and sustainable investing.
Trade war aside, Sr. Portfolio Manager Patricia Ribeiro is still finding opportunities to invest in China. Find out how in her latest quarterly update.
October 2019
COVID-19 may have lasting societal impacts—potentially even affecting the way we invest. Head of ESG Guillaume Mascotto breaks down the implications.
April 2020
Will the global outbreak threaten prospects for emerging markets debt? Portfolio Manager Abdelak Adjriou offers his views.
March 27, 2020
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.
September 2019
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.
July 2019
FOR INSTITUTIONAL USE ONLY | NOT FOR PUBLIC USE
International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.
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.