The American Century Podcast

How Would Slower Growth Affect Market Returns in 2019?

Market expectations are low coming out of 2018, driven by three major fears. In his latest quarterly update, Sr. Portfolio Manager Brent Puff explains these fears and their potential implications for global growth markets in 2019.

Headwinds Ahead for Global Growth Stocks?

In Q4 2018, VP & Sr. Portfolio Manager Brent Puff continues to believe equity returns will remain positive going forward for two reasons. See what they are in his latest outlook video.

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

Rising rates. Trade War. A new NAFTA. In this quarter's outlook video, Global Fixed Income Co-CIO John Lovito covers a range of topics that affect global investors.

Emerging Market Stocks: Have They Hit Bottom?

“The markets were not rewarding fundamentals.” Instead, they were driven by news headlines, political

events and worries of contagions. That’s the headline of Emerging Markets VP & Sr. Portfolio Manager

Patricia Ribeiro’s Q4 2018 outlook. Are we close to a turnaround? Hear her thoughts.

Stocks Continue to Overcome Headline Risk

Tariffs, counter tariffs and extremely strong corporate profit growth. That was the story of Q3 2018, but

Global Value Equity VP & Sr. Portfolio Manager Mike Liss sees slowing growth headed into 2019. In this

quarter’s outlook video, he speaks to headwinds and tailwinds that lead him to believe the market will

continue to creep higher.

What if Growth Investing Falls Out of Favor?

Growth investing was still in favor during Q3 2018—but to a lesser extent. How does Large Cap Growth

VP & Portfolio Manager Jeff Bourke approach the current value-driven market? He shares three reasons

he’s not worried in this quarter’s outlook video.

This Bull Market: Are We Late in the Game?

Many high-level economic indicators look positive, but American Century CIO

Rich Weiss nevertheless believes we’re beyond the proverbial “bottom of the

ninth” for the current bull market — and into extra innings.

Emerging Market Debt: It's Time to Get Tactical

Are emerging markets close to the bottom? Vice President and Senior Portfolio Manager Margé Karner believes the answer is "yes" — and she goes on to share her perspective that the global backdrop is supportive. 

Small Cap Value in a Rising Rate Environment

Small Cap Value Vice President & Senior Portfolio Manager Jeff John believes the small cap value discipline presents "great opportunities" despite its recent lag.

Alternative Investments Managers Welcome Volatility's Return

Since early 2018, SVP Head of Investment Solutions Cleo Chang has been talking about the flat—and still

flattening—yield curve, as well as rising rates. How does that put pressure on certain businesses? And

what does it mean to active managers? Find out how the American Century team is approaching Q4

2018.