Kevin Toney, CFA, Chief Investment Officer of Global Value Equity, Senior Vice President, Senior Portfolio Manager of American Century Investments and Peter Hardy, CFA, Vice President, Senior Client Portfolio Manager, American Century Investments discuss the value of quality investing in today’s market environment.
To learn more, register and watch American Century’s webcast – What a Difference a Year Makes: A Return to Economic Reality vs Speculation.
Historically high inflation has led to heightened market volatility, and caused the market to transition from speculative fervor to economic reality. In this environment, a focus on superior businesses, valuation, and sustainable dividends will be more important. As such, we believe investors should prepare a portion of their equity portfolios for risk awareness.
Join Kevin Toney, Chief Investment Officer of Global Value Equities, and Peter Hardy, Senior Client Portfolio Manager, as they discuss the importance and outlook of quality, value and dividends as we navigate this period of heightened market risk.
What you can expect to learn:
- Why quality, and a low risk approach to investing may outperform over time.
- The historically significant dynamic related to value and growth styles of investing.
- An outlook on the increased importance of dividends as a component of equity returns.
- And insights into current market dynamics related to macro events and sector viewpoints.