Why Bonds Now? A Discussion on the Outlook for Fixed Income Assets in a Dynamic Market Environment – American Century Investments – 3.23.22

Summary:

On Demand Soon.

There are many challenges facing bond investors today from elevated inflation to the Fed entering a tightening cycle. Typically investors shy away from fixed income during these periods because they believe returns will be muted. However, we still see a number of opportunities in the bond market that may outperform.

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 the macroeconomic outlook and where they see opportunities in the bond market during these unprecedented times.

What You Can Expect to Learn:

• Our outlook on inflation and how that will affect Fed policy
• Which sectors of the fixed income market we believe will outperform in this environment
• Why to consider adding an active, dynamic, multi-sector 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 will co-head the Corporate Markets team and become a member of the Global Macro Strategy team. He brings more than 17 years of industry experience with strength and expertise in the credit markets and experience 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.