The Return of CapEx Spurs Change in U.S. Market Sentiment
In this timely piece, PM Yulin Long discusses the impact of U.S. tax reform on economic growth and capital spending. Our key finding: The market has started to reward companies spending on capital investment. We believe this trend is likely to continue.
Tariffs and Trade Wars: How Will Emerging Markets Fare?
On March 1, President Trump announced the U.S. will set tariffs on steel and aluminum imports. Client Portfolio Manager Nathan Chaudoin explains the potential impacts to emerging markets, and China in particular.
2018 Investment Themes
As we move further into 2018, signs point to a synchronized, though uneven, upswing in global growth. But which regions and sectors could peak first?
The investment professionals at American Century Investments discuss themes they believe will have the most impact on investors going forward and provide portfolio positioning ideas for investors to consider.