
Sign up to save your podcasts
Or


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.
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.
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.
“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.
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.
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.
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.
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 Vice President & Senior Portfolio Manager Jeff John believes the small cap value discipline presents "great opportunities" despite its recent lag.
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.
From the publisher's feed