The American Century Podcast

Finding Value in Unprecedented Times

Fixed Income Investing: Re-examining Everything

Our 2020 Vision: Investing in Emerging Markets

Emerging markets are “very attractive” going into 2020, but Portfolio Manager Patricia Ribeiro outlines four potential challenges in her latest outlook video.

Our 2020 Vision: Opportunities in Small Caps

Global Small Cap Equity PM Trevor Gurwich is “cautiously optimistic” about 2020—but he’s keeping a close eye on 3 things that could create market turbulence: trade war, Brexit and the U.S. presidential election.

Our 2020 Vision: A Move Back to Value

Where might value investors find pockets of value headed into 2020? Sr. Portfolio Manager Mike Liss points toward energy, financials, industrials and pharmaceuticals.

Our 2020 Vision: Global Growth Investing

In 2020, Portfolio Manager Brent Puff suggests we may see a “slow, steady improvement in the global economy.” Learn more about the 3 factors shaping his view.

Our 2020 Vision: A Stabilizing Rate Environment

Global Fixed Income Co-CIO John Lovito expects a “less exciting” year in 2020. Here’s what that means. In his 2020 outlook video, Global Fixed Income Co-CIO John Lovito shares his fixed income expectations in terms of global central bank policy, developed markets and emerging markets.

Investment Flows at the End of a Volatile Year

Less Than Zero: The Negative Yield Conundrum

Investors in Europe are continuing to invest in negative-yielding debt, in large part due to regulatory requirements around pensions, insurance and private banks. To make up for the loss, these investors are seeking out higher-income opportunities in other areas of their portfolios. As a result, investors may be taking on unintended risks. Portfolio Manager Histesh Patel explains the tradeoffs in our latest quarterly update. Get additional insights from our CIOs in the 4Q Investment Outlook: http://bit.ly/2OR3rdi.

The Case Against Negative Interest Rates

Negative interest rates are currently used in Europe and Japan. Will they come to the U.S.? Maybe. Here are the potential economic impacts if they do.

 

Get additional insights in our latest Investment Outlook: http://bit.ly/2BdlFxE.