News & Insights

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.

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.

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.

60 Years Later, We Still Believe

Putting clients first and championing wise investing habits.

Slower Growth and Market Returns in 2019

Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.

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.

Volatility Is the Guest Who Won't Leave

Earnings worries are giving investors indigestion before they even sit down for Thanksgiving dinner. Co-CIO Victor Zhang shares perspective on what investors can expect.

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.

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.

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.

The People Have Spoken: What Now?

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

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.

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.

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.

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.

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.