Taming the Bear? Managing Fixed-Income Assets in an Unprecedented Year – American Century Investments – 9.22.22

Summary:

Now On Demand

Multiple headwinds drove global bonds into a bear market earlier this month. Nevertheless, we believe investors can capitalize on the resulting dislocations by adopting an opportunistic, active and dynamic approach to investing in bonds. Challenges likely will persist through year-end, but we still see select fixed-income opportunities that may recover more quickly than the overall asset class.

Join Jason Greenblath, Senior Portfolio Manager for American Century’s credit and income strategies, and Joyce Huang, CFA, Senior Client Portfolio Manager, as they discuss their macroeconomic outlook and highlight the bond market opportunities they’re finding in these unprecedented times.

What You Can Expect to Learn:

• The probability we associate with different economic scenarios and the path we expect for future Fed rate hikes.
• The sectors of the fixed-income market we believe will outperform in this environment.
• The potential benefits to adding an active, dynamic, multisector strategy to your fixed-income allocation.

Speakers:

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.

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.