Getting to Know Asset-Backed Securities
Even though asset-backed securities (ABS) represent a small part of the overall securitized market, learn about why we believe this asset class offers potential diversification benefits and attractive risk-adjusted performance.
Overcoming the Challenges of ESG
Incorporating ESG factors into portfolios can be challenging because of differing terminology, rating methodologies and disclosure standards.
The High Stakes of QDIA Selection
Target-date funds are the most popular qualified default investment alternative used in retirement plans, and it’s important to evaluate not only performance—but also risk profiles.
Fundamentals Remain Intact as Volatility Revisits Emerging Markets
In this era of heightened global market volatility, emerging markets are grabbing headlines. The latest turmoil remains limited to only a few developing countries, but media reports are fanning fears of contagion.
We believe these fears are unfounded, and CPMs Nathan Chaudoin and Joyce Huang explain why investors should look beyond the headlines and focus on still-solid EM fundamentals.
Understanding ETF Liquidity
Like stocks, ETFs are portfolios of holdings in which shares trade throughout the day—but there are key differences. Today we explore three levels of ETF liquidity.
The Return of CapEx Spurs Change in U.S. Market Sentiment
In this timely piece, PM Yulin Long discusses the impact of U.S. tax reform on economic growth and capital spending. Our key finding: The market has started to reward companies spending on capital investment. We believe this trend is likely to continue.
Tariffs and Trade Wars: How Will Emerging Markets Fare?
On March 1, President Trump announced the U.S. will set tariffs on steel and aluminum imports. Client Portfolio Manager Nathan Chaudoin explains the potential impacts to emerging markets, and China in particular.
2018 Investment Themes
As we move further into 2018, signs point to a synchronized, though uneven, upswing in global growth. But which regions and sectors could peak first?
The investment professionals at American Century Investments discuss themes they believe will have the most impact on investors going forward and provide portfolio positioning ideas for investors to consider.