Optimism During a Trade War

2019 Midyear Insights

    Facebook Twitter LinkedIn Email

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

    Facebook Twitter LinkedIn Email

Our Global Approach to Small-Cap Investing

We believe in taking an active, global approach in small-cap investing.

Here's Why
  • Related Articles
  • More From Author

The Downside of Negative Interest Rates

Negative-yielding debt has been steadily increasing throughout the world, and many investors worry the U.S. won’t remain immune from this bond market anomaly. Co-CIO Charles Tan shares why negative rates could present significant risks.

Recession Worries Sink Stocks

An inverted yield curve may signal trouble in the water. Despite the bond market’s warning, we still believe the U.S. economy may remain resilient.

Global Equities Take a Hit as U.S., China Trade Jabs

On Aug. 5, markets saw one of the largest one-day declines in recent memory. Multi-Asset Rich Weiss breaks down what it means for investors.

    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.

      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.