How Will Omicron, Inflation & Conditions in China Affect the Outlook for Emerging Markets in 2022? – American Century – 1.25.22

Summary:

Now On Demand

Our outlook for emerging markets remains positive as the headwinds of 2021 appear to be less problematic. Potential catalysts for improvement include several positive developments: The case for economic recovery is bolstered by accelerating vaccination rates, which are facilitating economic re-opening and lessening the chances of renewed mobility restrictions. The worst effects of China’s policy changes may be behind us, allowing China to move toward more stability.

Join Patricia Ribeiro, Senior Vice President, Senior Portfolio Manager for American Century’s Emerging Markets Equity strategies and Nathan Chaudoin, Vice President, Senior Client Portfolio Manager, as they discuss the macroeconomic conditions affecting emerging markets and where they see opportunities as economic recovery continues across individual EM markets.

What You Can Expect to Learn:

• How are EM economies dealing with the pandemic?
• Which markets are recovering faster than others?
• How will higher inflation expectations and rates impact EM?
• What is the outlook for China?

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.