Small-Cap Value in 2019: A Rebound on the Way?

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By Jeff John - February 20, 2019

I sure was happy to turn the calendar from 2018 to 2019.

There was a lot of volatility last year—the first time in a while that we had seen prolonged bouts of rocky markets. But I actually don’t mind a little market volatility because it gives us a chance to buy attractive companies at lower prices, or add to positions we already have in American Century’s small-cap value strategy.

My issue with 2018 was this: the markets unfairly punished a lot of companies because of macro-economic issues, like the still-unresolved trade war with China. Initially, I thought the threat of such a dispute with our largest trading partner was just posturing. As we know now, rhetoric turned into tariffs pretty quickly.

Click on my latest video to get my take on what we might expect in 2019, and for the three reasons I’m optimistic about small cap value stocks this year.

Transcript

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      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.