American Century Focused Global Growth Fund Q4 2025 Commentary

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American Century Investments44 FollowersFollow5ShareSavePlay(12min)CommentsSummaryWe exited the position in Uber Technologies after the company guided for bookings to decelerate and margins to come in lower than expectations.The portfolio continues to invest in companies we believe are strong and improving and have improvement that is sustainable.We believe AbbVie's earnings will inflect positively, driven by an attractive product pipeline and the declining impact of patent expirations on a major product (Humira). ATHVisions/E+ via Getty Images Portfolio Review Global stocks advanced in the fourth quarter. The U.S. government shutdown did not dramatically deter investors, even as it delayed or eliminated key government economic data.
The Federal Reserve, reacting to weakness in the U.S. labor market, reduced itsThis article was written byAmerican Century Investments44 FollowersFollowAmerican Century Investments is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. Note: This account is not managed or monitored by American Century Investments, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use American Century Investments' official channels.
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