Optimism During a Trade War

2019 Midyear Insights

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By Trevor Gurwich - July 8, 2019

U.S.-China trade relations have undoubtedly ratcheted up market uncertainty. But June was a very strong month, and we’ve seen that there are still attractive investment opportunities around the globe.

Which kinds of companies could benefit from the trade war, or from the end of trade tensions? Or, could certain businesses thrive either way? My team looks for these win-win situations. We design our portfolios to be robust whether there’s resolution to the trade war or whether it lingers on.

In my latest video, I share our process for navigating this current trade environment and other reasons for optimism. Click on the link below for the full discussion.

Transcript

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    Optimism During a Trade War

    Trade tensions may be ongoing, but Portfolio Manager Trevor Gurwich is optimistic about opportunities in the global market for small caps.

      Historically, small- and/or mid-cap stocks have been more volatile than the stock of larger, more-established companies. Smaller companies may have limited resources, product lines and markets, and their securities may trade less frequently and in more limited volumes than the securities of larger companies.

      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.

      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.

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