Q3 2019 Investor Insights

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.

Optimism During a Trade War

Trade tensions may be ongoing, but Portfolio Manager Trevor Gurwich is optimistic about opportunities in the global market for small caps.

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.

    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.

    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.

    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.

      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.

      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.

        The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.