The combination of high inflation and rising interest rates is triggering worries about the U.S. economy and financial markets. Will growth persevere? Will stagflation make a comeback? Or will the economy slip into recession? Whichever scenario unfolds, we believe it may be time to revisit your bond allocations.
Join Jason Greenblath, vice president and senior portfolio manager for American Century’s credit and income strategies, and Greg Torretti, client portfolio manager and senior director of product management, as they discuss the challenges and opportunities for bond investors in this time of economic uncertainty.
What you can expect to learn:
How we believe the Fed may respond as the economy reaches peak inflation.
Potential economic scenarios and the bond sectors we believe may be appropriate for each.
How an active, dynamic, multi-sector fixed-income strategy may enhance your portfolio allocations.
Speakers:
Jason GreenblathVice President, Senior Portfolio ManagerAmerican Century Investments
Jason Greenblath is vice president and senior portfolio manager within the Global Fixed Income discipline for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. Jason is based in the company’s New York office.
Jason co-heads the Corporate Markets team and is a member of the Global Macro Strategy team. He has more than 17 years of industry experience, including expertise in credit markets and in leading and managing credit teams. Prior to joining American Century Investments, he spent more than 11 years at Aberdeen Standard Investments where he served as senior portfolio manager and head of U.S. Investment Grade Credit. Prior to that, he was head of U.S. Investment Grade Credit Research and managed a team of credit analysts. Jason previously spent six years at RBS Greenwich Capital as a high yield/distressed credit analyst. He has worked in the industry since 2002.
Jason holds a bachelor’s degree in finance from Pennsylvania State University.
Greg TorrettiClient Portfolio Manager, Senior Director of Product ManagementAmerican Century Investments
Greg Torretti is a client portfolio manager and senior director of product management for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s New York office.
Greg is responsible for communicating the Municipal Bond team’s investment strategies and results to the firm’s clients. Greg also oversees product promotion and communication programs for our firm’s Global Fixed Income discipline. Prior to joining
American Century in 2015, Greg was a product manager at Neuberger Berman. Prior to that, he was a
product manager with Putnam Investments. Other previous experience includes roles at Boston Advisors,
Loomis Sales and Gannett, Welsh and Kotler. He has worked in the financial industry since 2000.
Greg holds a bachelor’s degree in finance from the University of Richmond and a master’s degree in business
administration from Boston College.
For Financial Professional Use Only/Not for distribution to the public.
This is information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.
