News & Insights

Panic And Perspective

Markets may have panicked today, but we think it’s best if investors respond with poise and patience instead.

Fed Commits to Help for the Long Haul

Here’s the role the Federal Reserve has played in the 2020 economy, and what policymakers are expecting for the rest of the year.

A Stabilizing Rate Environment

Global Fixed Income Co-CIO John Lovito expects fewer central bank policy fireworks in 2020. Here’s where he’s finding opportunities.

A Bright Outlook for Global Growth Investing?

Global equities may have a sunny outlook or 2020, according to Portfolio Manager Brent Puff. Here are three factors shaping his view.

Global Small Caps: Weathering Geopolitical Uncertainty

Will global small-cap stocks play catch up to large-cap stocks in 2020? Get the latest outlook from Portfolio Manager Trevor Gurwich.

A Move Back to Value

Value Portfolio Manager Mike Liss sees pockets of opportunities in four areas—provided social media and inflation don't disrupt markets.

What's Behind the Latest Market Recovery?

After a rough second half of 2018, we've seen a notable turnaround in 2019. How much longer can it last?

Finding Opportunities in an Overlooked Asset Class

Asset-backed securities can be an attractive asset class just slightly off the traditional bond investor's beaten path. Learn whether they deserve an allocation in your fixed income portfolio.

3 Potential Market Disruptors No One is Talking About, Yet

Liquidity, volatility and credit spreads may all have a role to play in the year ahead, according to Head of Investment Solutions Cleo Chang.

Investing in Emerging Markets in 2020

Emerging markets face a tough year ahead with the status of the U.S.-China trade war and the U.S. presidential election still up in the air.

Is Energy Due for a Rebound?

Stock prices may appear low, but we’re watching for oil supply and demand to show signs of rebalancing.

Global Governments Unleash Viral Response to World’s Economic Ills

COVID-19 continues to spread, and countries are ramping up their responses to protect vulnerable economies. Will their efforts pay off?

Fed Prescribes Rate Cut for Virus-Related Economic Ills

The Federal Reserve surprised markets with an emergency 0.50% rate cut on March 3. Our investment managers explore the move and potential market responses.

The Correction is Here But Disruption is Transitory

The coronavirus has affected markets, but it’s important to keep those effects in context. Get CIO Victor Zhang’s thoughts on the latest correction.

Watch Your Downside: The Evolving Impact of Coronavirus

Investors who previously took the coronavirus epidemic in stride are now coming to grips with concerns about its impact on global economic growth and corporate earnings.

Markets Rally After Last Week's Coronavirus Jitters

Coronavirus uncertainty put markets through the ringer this quarter. Here's why we think the impact could be limited to the first quarter.

Brexit Day Brings New Questions

After three and a half years of political wrangling that resulted in much uncertainty in global markets, “Brexit Day” has finally arrived.

Voters Say, ‘Bring on Brexit’

The conservative Tories gained a substantial majority in December’s general election. Here’s what that could mean for Brexit negotiations and more.

Silver Lining for Small-Cap Value Investors

Portfolio Manager Miles Lewis explains how his team seeks small-cap companies that may benefit from shifting trends, regardless of the trade war.

Less Than Zero: The Negative Yield Conundrum

Investors may take on unintended risks in their pursuit of return in a negative interest rate environment. PM Hitesh Patel explains the tradeoffs.

A Rebound for Value Stocks

It’s too early for value investors to declare victory, but last quarter’s value rebound has Sr. PM Mike Liss optimistic about these opportunities.

Opportunities in China Amid the Trade War

Trade war aside, Sr. Portfolio Manager Patricia Ribeiro is still finding opportunities to invest in China. Find out how in her latest quarterly update.

The Case Against Negative Interest Rates

Negative interest rates—what are they, who’s using them and how might they affect the U.S. economy? Charles Tan, fixed income Co-CIO, breaks it down.

Attack on the Saudi Oil Industry Ignites Global Risks

Senior analysts David Byrns and Jessica Raymond discuss how the September attacks on the Saudi oil industry may affect economies and investors.

The Downside of Negative Interest Rates

Negative-yielding debt has been steadily increasing throughout the world, and many investors worry the U.S. won’t remain immune from this bond market anomaly. Co-CIO Charles Tan shares why negative rates could present significant risks.

Recession Worries Sink Stocks

An inverted yield curve may signal trouble in the water. Despite the bond market’s warning, we still believe the U.S. economy may remain resilient.

Global Equities Take a Hit as U.S., China Trade Jabs

On Aug. 5, markets saw one of the largest one-day declines in recent memory. Multi-Asset Rich Weiss breaks down what it means for investors.

Beyond U.S. Markets: Searching for Growth Amid Gloom

Sr. Portfolio Manager Rajesh Gandhi explains how his team finds ways to “connect the dots” to find growth businesses despite looming trade wars.

Fed Hopes Lower Rates Spark Higher Inflation

For the first time in more than 10 years, the Federal Reserve cut short-term interest rate—a move Fixed Income Co-CIO John Lovito says “provides a cushion for U.S. economic growth and inflation.”

Seeking Companies With Secular Growth Prospects

Sustainable competitive advantages and pricing power are key attributes of companies Portfolio Manager Jeff Bourke seeks in the current economic environment.

Central Banks vs. Equity Markets: Is the Tail Wagging the Dog?

Deep-rooted relationships in global capital markets may affect how investors evaluate risk-adjusted returns.

Uncovering Value Amid Tech Disruption

There's always a market for value stocks out there, according to Sr. Portfolio Manager Mike Liss, even in industries disrupted by big tech.

Seeking Growth in a Softer Economy

Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.

2019 Midyear Insights: Emerging Markets Fight Through Volatility and Headlines

In 2019, we are seeing emerging markets investors focusing more on the bottom up—for stocks that will outperform—and less on just headline news.

Bond Investing Amid Falling Rates and a Slowing Economy

A talk shifts from rising rates to rate cuts, Fixed Income co-CIO John Lovito explains what he thinks lies ahead for the rest of 2019.

Fed Eases Toward Easing

In the last six months, Federal Reserve monetary policy has shifted from tightening to pausing to potentially easing. Co-CIO Charles Tan explains why.

How Long Can the Labor Market Fuel U.S. Economic Expansion?

We believe this economy has enough labor fuel to keep expanding for another year or three at most given the current pace of job creation.

Trade Tensions Trigger Tumult, but Compromise Remains Likely

Last week’s escalation in U.S.-China trade tensions sent stocks plunging. Here, American Century’s experts address the likely effects on market direction and global trade.

Where are Potential Bright Spots for Value Investors?

The market environment may be tough for value investors, but Sr. Portfolio Manager Mike Liss sees opportunities in three undervalued sectors.

Three Lessons From the U.S.-China Trade War

Co-Chief Investment Officer Gregory Woodhams explains why this second round of tariffs could be more damaging than the first.

The Search for Sustainable Growth

Portfolio Manager Prabha Ram is focusing on companies that have sustainable growth in their mix as she looks at investments for the rest of 2019.

Fed Leaves Interest Rates Unchanged

The Federal Reserve (Fed) left interest rates unchanged at its March meeting, hinting additional rate hikes may be off the table for the rest of 2019.

For Brexit, the Only Certainty Is More Uncertainty

U.K. policymakers cast three Brexit votes this week. Yet, the terms governing the U.K.’s exit from the EU continue to remain unclear.

The Bull vs. Bear Battle in 2019

Multi-Asset CIO Rich Weiss describes 2019 equity markets as likely having a split personality—one for the first half, and another for the second.

Small-Cap Value in 2019: A Rebound on the Way?

Looking forward to 2019, we think there’s a great opportunity for small caps to rally again. Sr. Portfolio Manager Jeff John gives three reasons why.

Finding Growth Opportunities in an Uncertain Economic Cycle

Portfolio Manager Jeff Bourke describes how our growth teams are navigating this uncertain environment to find compelling long-term growth opportunities.

Finding Perspective Amid Turbulence

Head of Investment Solutions Cleo Chang analyzes possible performance drivers in a volatile 2019 and market reactions to similar selloffs in the past.

Optimism in Value Investing in 2019?

While the end of 2018 may have been rocky for financial markets, our value team is excited about their prospects in 2019.

ETF Portfolio Construction Amid Changing Market Conditions

As advisors consider the use of ETFs in volatile markets, will active management and thoughtful portfolio construction begin to play a bigger role?

Navigating the Late Credit Cycle: Fixed Income 2019

Volatility makes many investors nervous, but Fixed Income Sr. Portfolio Manager Kevin Akioka sees opportunity amid changing market conditions.

Global Growth in 2019: All Eyes are on the Fed

Answers to questions posed in 2018 could have significant impacts to global growth in 2019. Here’s what we think could happen.

Investing in 2019: Finding Signals Within the Noise

Portfolio Manager Prabha Ram is seeing a mix of good and bad economic indicators heading into 2019. Where is she finding opportunities in the noise?

Deadlock Dooms Brexit Vote, Again

The Brexit deal failed to make it through Parliament for the second time in five weeks. Find out what this means for financial markets.

Will REITs Shine in 2019?

If market growth rates slow to single digits in 2019, Sr. Portfolio Manager Steve Brown believes REITs and their dividends could become more attractive.

Emerging Markets Equity: Are We in for a Rebound?

2018 may have been difficult for emerging markets, but Sr. Portfolio Manager Patricia Ribeiro has three reasons to look forward to a better 2019.

Fed Hikes, Hints 'Neutral' Is Near

There was no Santa surprise from the Federal Reserve’s December meeting. What’s in store for 2019?

Stocks Reverse Course after Rallying on Tentative Trade Agreement

U.S. stocks declined significantly as investors grew concerned about whether the recent "truce" would hold between the U.S. and China in their ongoing trade conflicts.

Stocks Continue to Overcome Headline Risk

What will 2019 look like? This quarter, Portfolio Manager Mike Liss considers the cumulative effect of crosswinds such as trade tensions and tax cuts.

Turning the Tide on Plastic Waste

Learn about how we believe thematic investing can help address global waste issues.

Emerging Market Debt: It's Time to Get Tactical

Emerging market debt was the subject of much scrutiny in the third quarter, but Sr. PM Margé Karner believes that too many investors were painting with a very wide brush. Hear her thoughts on current valuations and how to pick your spots for exposure in a Q4 2018 outlook video.

This Bull Market: Are We Late in the Game?

American Century Investments' CIO Rich Weiss nevertheless believes we're beyond the proverbial "bottom of the ninth" for the current bull market—and into extra innings.

Alternative Investments Managers Welcome Volatility’s Return

Volatility has made a comeback in equity markets. This quarter, Sr. VP & Head of Investment Solutions Cleo Chang explains how that benefits investors in the alternatives space.

As the U.S. Hikes Rates, Will Other Central Banks Follow?

Data suggests the European Central Bank might start raising rates in the middle of 2019. In his latest quarterly outlook video, CIO John Lovito explores what it means for the fixed income investor.

What if Growth Investing Falls Out of Favor?

Growth investing was still in favor during Q3 2018—but to a lesser extent. How would Large Cap Growth VP & Portfolio Manager Jeff Bourke approach a potential value-driven market? He shares three reasons he’s not worried in this quarter’s outlook video.

Rising Rates and Trade Wars in the Small Cap Value World

There are two topics that much of the investing world is fixated on right now: the multi-pronged trade war and rising U.S. interest rates. In a new blog post, Vice President & Sr. Small Cap Value Portfolio Manager Jeff John shares what it means to his slice of the market.

The Haunt of Red October: Fears of Stalling Growth, Slowing Earnings Spook Stocks

Fears of stalling growth and slowing earnings spooked stocks during the month of October 2018. Co-CIO Victor Zhang dissects market performance and provides perspective from years past.

Headwinds Ahead for Global Growth Stocks?

Despite a disjointed and volatile economic backdrop, Portfolio Manager Brent Puff remains optimistic on the 2019 outlook for equities. One issue, however, did surprise him in the third quarter of 2018.

What the Brazilian Elections Means for Investors

The people have spoken: Jair Bolsonaro will be the new president of Brazil. Now CPM Nathan Chaudoin provides commentary on market reaction.

Emerging Market Stocks: Have They Hit Bottom?

2018 hasn't been kind to emerging markets. Sr. Portfolio Manager Patricia Ribeiro believes fears of contagion, which never materialized, caused the recent volatility. Read why she's still encouraged by opportunities.

Cyclicals Bear the Brunt of Volatility

The first wave of third quarter corporate earnings reports shared weak guidance on future earnings, which rattled investors—particularly those in the industrials sector.

Six Observations Following a Volatile Week

The stock market took investors on a rollercoaster ride over the past week. What did we learn?

A Two-Day Tumble for Stocks

Stocks were battered amid growing concerns that rising interest rates, higher costs and trade tensions would squeeze corporate profits.

Brazilian Election Results Signal Populist Shift

What happened in Brazil? CPM Nathan Chaudoin summarizes the Oct. 7 presidential election and explains what it means for investors.

Will the Booming Economy Break the Markets?

It’s been a rollercoaster week for investors. Following the Dow’s record high close on Oct. 3, the stock market ended the week with a sell-off.

What's New in the New NAFTA?

On Oct. 1, the U.S., Canada and Mexico reached an agreement to update the North American Free Trade Agreement, or NAFTA, to address issues that were unheard of in 1994. From autos to eggs, the pact affects an array of industries. Today Co-CIO Victor Zhang summarizes the changes.

Opportunities in Emerging Market Debt: The Case for Investing Selectively

In this quarterly update, Portfolio Manager Margé Karner discusses the good and the bad of emerging markets debt heading into the new year.

Video Games Go from Niche to Mainstream

Massive, enduring shift in consumer behavior presents significant opportunities for active equity managers.

The People Have Spoken: What Now?

The shift in power in Congress may have far-reaching effects, including an impact on your pocketbook.