Earnings Acceleration: Alternative Growth Strategy for a Rising Rate Environment

Logo
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.
Related topics:

More from this channel

Upcoming talks (6)
On-demand talks (268)
Subscribers (65514)
This webcast channel is for pension funds and other institutional investment professionals in Europe, the USA and Asia. It is particularly relevant for pension fund executives, trustees, consultants and investment managers. IPE will be bringing its community live interviews with leading figures in the market, hosting roundtable discussions on specific topics such as asset allocation and also sharing latest thought-leadership from investment experts.