Earnings Acceleration: Alternative Growth Strategy for a Rising Rate Environment

Presented by

Richard Adams, vice president, senior investment director, American Century Investments | Moderated by Brendan Maton

About this talk

The growth vs value debate has loomed large over equity markets in recent quarters. On the one hand, investors have pointed to the unprecedented outperformance of growth in 2020, but on the other hand to the threat that higher interest rates and higher inflation pose to elevated valuations. Recent research by American Century Investments suggests that an Earnings Acceleration portfolio may offer a more durable, and diversifying, source of excess returns that is less dependent on any one interest rate regime for outperformance. Join Richard Adams, Senior Investment Director at American Century Investments, to learn more about Earnings Acceleration and how this approach can be applied in practice.
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