Emerging Markets: What Change in the White House, the Dollar and a Vaccine Could Mean in 2021 – American Century Investments – 1.28.21

Summary:

Now On Demand.

Emerging markets (EM) are expected to continue their recovery in 2021, fueled by policy support, vaccine breakthroughs, and a reduction in geopolitical risks.

Join Patricia Ribeiro, Senior Portfolio Manager for American Century’s Emerging Markets Equity strategies and Nathan Chaudoin, Senior Client Portfolio Manager, for an in-depth discussion around the opportunities in EM as they discuss their constructive view on the asset class as the economic recovery broadens across EM countries and sectors.

What You Can Expect to Learn:

• EM growth drivers in 2021
• Secular vs cyclical opportunities
• EM and the importance of ESG integration

Speakers:

Patricia Ribeiro is senior vice president and senior portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Mo. She is based in the company’s New York office.

Patricia co-manages the firm’s Emerging Markets, Emerging Markets Sustainable Impact and Emerging Markets Small Cap strategies. Prior to joining American Century in 2006, Patricia was co-director of Global Research at Citigroup Asset Management and head of Latin American Equity Research for J.P. Morgan Investment Management, in addition to managing portfolios at both firms. She has worked in the investment industry since 1984 and in emerging markets equities since 1992.

Patricia holds a bachelor’s degree in accounting from Rutgers University, and she is fluent in Portuguese and Spanish.

Nathan Chaudoin is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Mo. He is based in the company’s New York office.

Nathan is a member of the Global Growth Equity group and is responsible for communicating global and non-U.S. equity investment strategies and results to the firm’s clients and consultants. Nathan joined American Century Investments in 2014. Previously, he was with HSBC Global Asset Management, most recently as a senior emerging markets product specialist. Prior to HSBC, Nathan held a role in business strategy and development at Dresdner RCM Global Investors. He has worked in the investment industry since 2000.

Nathan received a bachelor’s degree in French from Wake Forest University.