Model Behavior: Using Bonds to Bolster Portfolio Construction – American Century Investments – 8.16.23

Summary:

Now On Demand

As the Fed’s rate-hike cycle nears an end, attractive yields across fixed-income sectors bolster the bond market’s second-half potential. Join members of our fixed-income and portfolio construction teams as we:

• Discuss likely U.S. macro scenarios for the second half of 2023.
• Identify compelling opportunities to deploy cash in the bond market.
• Explain how to avoid unintended risks in portfolio construction.

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Joyce Huang, CFA, is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office. Joyce is responsible for representing portfolio management in communicating fixed income investment strategies and results to the firm’s clients. She joined American Century in 2018 from First State Investments, where she was an investment director for fixed income and multi-asset solutions. Previously, she served in roles as a senior investment strategist and senior portfolio specialist for BNY Mellon Investment Management. Prior to that, she was a vice president and account manager in the capital markets fixed income group at Citigroup. She started in the industry with Lehman Brothers/Barclays Capital, where she was a vice president within their fixed income research group. She has worked in the investment industry since 2006. Joyce holds a bachelor’s degree in economics from the Wharton School at the University of Pennsylvania. She is a CFA^® charterholder and a member of the CFA Institute.

Brent Evans, CFA, is responsible for consulting with intermediary and institutional clients on asset allocation. In this role, he works with clients on evaluating their investment models and offering recommendations for possible enhancements.

Brent began his career on an algorithmic trading desk before joining American Century in 2005. After serving in roles supporting brokerage clients and investment operations, he left in 2013 to become Director of Investment Management for a multi-billion dollar wealth management firm. At this firm for seven years, he created, implemented and oversaw all aspects of portfolio construction, security selection and investment strategy. He rejoined American Century in 2021 for his current position on the portfolio construction team.

Brent earned a Bachelor of Science degree in Business Administration from the University of Kansas and an MBA from the Johns Hopkins University Carey Business School. He holds series 7 and 63 licenses and is a CFA charterholder.