Beyond U.S. Markets: Searching for Growth Amid Gloom

2019 Midyear Insights

    Facebook Twitter LinkedIn Email

By Rajesh Gandhi - August 2, 2019

The global economy has begun to decelerate quite meaningfully since the beginning of the year. The lack of a resolution on the U.S.-China trade front undoubtedly has loomed over the market. And from the Eurozone and United States to Japan and China, many indicators are more downbeat than they have been in years.

Although the backdrop is challenging, the team remains focused on identifying companies exhibiting accelerating and sustainable growth characteristics. Through multiple sources, we continue to find numerous opportunities we consider attractive.

In my latest video, hear how we “connect the dots” to uncover businesses with growth drivers that may defy the gloom.

Transcript

    Facebook Twitter LinkedIn Email

Insights From Our CIOs

Get additional global growth insights and more in our latest Investment Outlook.

Discover More
  • Related Articles
  • More From Author

Opportunities in Emerging Market Debt: The Case for Investing Selectively

In this quarterly update, Portfolio Manager Margé Karner discusses the good and the bad of emerging markets debt heading into the new year.

Cyclicals Bear the Brunt of Volatility

The first wave of third quarter corporate earnings reports shared weak guidance on future earnings, which rattled investors—particularly those in the industrials sector.

Opportunities in China Amid the Trade War

Trade war aside, Sr. Portfolio Manager Patricia Ribeiro is still finding opportunities to invest in China. Find out how in her latest quarterly update.

    Beyond U.S. Markets: Searching for Growth Amid Gloom

    Sr. Portfolio Manager Rajesh Gandhi explains how his team finds ways to “connect the dots” to find growth businesses despite looming trade wars.

      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.

      American Century Investments is not responsible for and does not endorse any comments, content, advertising, products, advice, opinions, recommendations or other materials on or available directly or via hyperlinks from Facebook, Twitter or any third-party website. Facebook, Twitter and LinkedIn are registered trademarks of their respective owners.