The American Century Podcast

Value stocks rallied in the third quarter, performing evenly with growth for the first time since 2016. Portfolio Manager Mike Liss explains where his team is finding the best risk/rewards as markets navigate trade, global growth and interest rate uncertainty.

Get additional insights from our CIOs in the latest Investment Outlook: http://bit.ly/2Bca9CM.

According to Sr. Portfolio Manager Patricia Ribeiro, the reason we continue to find good names in China is because we start with the companies. Her team is looking for companies that are showing growth and increasing earnings—and there are plenty of them. Watch her latest quarterly update for an inside look into where they are finding those opportunities.

Get additional insights from our chief investment officers in the latest Investment Outlook: http://bit.ly/2nKMVAx.

“Even an aging bull can gore you.” Co-CIO Rich Weiss explains in his latest video why the team is taking a more cautious approach as the bull market ages.

At the midway point in 2019, the market's been a lot like recent years—but Large Cap Growth VP & Portfolio Manager Jeff Bourke is starting to see volatility pick up. So how does that shake out for the second half? That’s the topic of our Q3 conversation.

Value versus growth. “It’s been a tough slog,” says Global Value Equity Portfolio Manager Mike Liss. But in a slow growth environment going forward, he sees good risk-rewards in energy and banks. What industry is he intentionally staying away from? Find out in this midyear outlook.

To date, 2019 has brought “exciting” and unexpected twists, according to Global Small Cap Equity Portfolio Manager Trevor Gurwich. How does that—and the lingering uncertainty of trade relations and the Federal Reserve’s decision on interest rates—affect portfolio construction? That’s the subject this quarter.

Portfolio Manager Patricia Ribeiro is approaching the remainder of 2019 as though volatility, trade war rhetoric and political issues will continue—pointing out that companies within the emerging market space are used to uncertainty. In her midyear insights, she stresses the increasing importance of focusing investment decisions on the individual stock level.

Trends in most developed markets, and within emerging markets, are generally softer headed into Q3 of 2019. This creates a more challenging backdrop for Global & Non-U.S. Equity Portfolio Manager Brent Puff, who shares his quarterly outlook: “The one thing we can say with a high degree of certainty is there is [going to be] more uncertainty going forward.”

Head of Investment Solutions Cleo Chang looks at the growth and pace of debt since the 2008 crisis— global debt, household debt, student debt, corporate debt and governmental debt. Is it cause for concern?

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

Portfolio Manager Patricia Ribeiro believes “there are always opportunities in emerging markets because they're all at different times in that earning cycle.” In this quarterly outlook, she shares why she’s opportunistic about earnings opportunities in 2019.

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