The American Century Podcast

Emerging Markets Debt: Optimism Paid Off

How is Emerging Markets Debt Portfolio Manager Margé Karner approaching the rest of 2019? In one word, selectively. In this quarter’s outlook video, she shares how the Federal Reserve’s pivot and China help steer her investment strategy.

Learn more about the definitions to financial terms included in this podcast at https://corporate.americancentury.com/en/glossary.html.

Global Economic Risks: Are They Diminishing?

Despite the first quarter market rally, Global & Non-U.S. Equity Portfolio Manager Brent Puff notes slowing global growth. What’s that mean? The pace of corporate profits is under pressure, which means a more difficult backdrop for equities.

Learn more about the definitions to financial terms included in this podcast at https://corporate.americancentury.com/en/glossary.html.

Even as Markets Surge, Should Investors Get Defensive?

There is a time to play offense, and there is a time to play defense. Global Fixed Income Co-CIO Charles Tan believes it’s time for the latter after witnessing a broad-based rally across risk markets, urging investors to use caution. 

Learn more about the definitions to financial terms included in this podcast at https://corporate.americancentury.com/en/glossary.html.

Large Growth Companies: Steadfast in Uncertain Times

In the current volatile environment—where generating alpha can be challenging—what is the key to success? Large Growth Portfolio Manager Keith Lee shares his thoughts in our quarterly outlook video.

Learn more about the definitions to financial terms included in this podcast at https://corporate.americancentury.com/en/glossary.html.

What's Behind the Latest Market Recovery?

Six months ago, Multi-Asset CIO Rich Weiss said markets had a “split personality” – and its performance continues to support his theory. After a rough second half of 2018, we’ve seen a notable turnaround in 2019. How much longer can it last? That’s the subject of his quarterly outlook video.

Learn more about the definitions to financial terms included in this podcast at https://corporate.americancentury.com/en/glossary.html.

Where are Potential Bright Spots for Value Investors?

Despite the slowdown in global gross domestic product, global value equity portfolio manager Mike Liss believes a recession is unlikely. In this quarter’s outlook video, he shares sectors that provide what he thinks are good risk/reward profiles: medical devices and energy.

Learn more about the definitions to financial terms included in this podcast at https://corporate.americancentury.com/en/glossary.html.

Headwinds Turned to Tailwinds for Global Small Cap Stocks

Six months ago, the economic landscape was “tumultuous” for Global Growth Equity Portfolio Manager Trevor Gurwich. But now—thanks to tailwinds from Federal Reserve policy, U.S. job growth and an improving relationship between China and the U.S.—he describes the environment as “extremely supportive.”

Learn more about the definitions to financial terms included in this podcast at https://corporate.americancentury.com/en/glossary.html.

ETFs: Patience Through Changing Economic Cycles

Going into the second quarter of 2019, Portfolio Manager Rene Casis expects to see new ETF products that are more actively oriented. He also shares guidance on how financial advisors can overcome challenges related to implementation—by thinking about the investor’s outcome and remaining patient. 

Learn more about the definitions to financial terms included in this podcast at https://corporate.americancentury.com/en/glossary.html.

Global Growth Equity: The Search for Sustainable Growth

Portfolio Manager Prabha Ram looks forward to “robust growth” in 2019. What guides her investment strategy? Consumer demand, Federal Reserve policy and business fundamentals. Learn more about the definitions to financial terms included in this podcast at https://corporate.americancentury.com/en/glossary.html.

Will REITs shine in 2019?

Investors have been spoiled with the last few years, enjoying strong market performance. But if market growth rates were to slow to single digits in 2019, Sr. Portfolio Manager Steve Brown believes REITs and their dividends could become more attractive. Find out where he sees opportunities and risks in this quarter's update.​