Where are the Potential Bright Spots for Value Investors?

    Facebook Twitter LinkedIn Email

By Mike Liss, CFA, CPA - May 7, 2019

When the markets struggled during fourth quarter, value investing was the darling—outperforming growth for the first time in a long time. Then growth and value swapped places in the first quarter of this year, creating a pretty tough slog for value investors.

The market environment may be tough, but I’m still optimistic. We’re seeing opportunities in undervalued sectors, especially as global geopolitical and economic dramas play out. Watch the video below to get my full outlook and where I see good risk/rewards for our clients.

Transcript

    Facebook Twitter LinkedIn Email
  • Related Articles
  • More From Author

Fed Commits to Help for the Long Haul

Here’s the role the Federal Reserve has played in the 2020 economy, and what policymakers are expecting for the rest of the year.

Global Governments Unleash Viral Response to World’s Economic Ills

COVID-19 continues to spread, and countries are ramping up their responses to protect vulnerable economies. Will their efforts pay off?

Fed Prescribes Rate Cut for Virus-Related Economic Ills

The Federal Reserve surprised markets with an emergency 0.50% rate cut on March 3. Our investment managers explore the move and potential market responses.

    A Rebound for Value Stocks

    It’s too early for value investors to declare victory, but last quarter’s value rebound has Sr. PM Mike Liss optimistic about these opportunities.

    Uncovering Value Amid Tech Disruption

    There's always a market for value stocks out there, according to Sr. Portfolio Manager Mike Liss, even in industries disrupted by big tech.

    Where are Potential Bright Spots for Value Investors?

    The market environment may be tough for value investors, but Sr. Portfolio Manager Mike Liss sees opportunities in three undervalued sectors.

      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.