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Featured Insights

ESG Continues to Evolve

ESG Continues to Evolve

When investors seek our advice, we recommend ESG integration. This approach helps increase portfolio diversification and maximizes the integration of both ESG quality and alpha-related inputs.

June 2018

Ten Things Investors Should Know About the China A Market

Ten Things Investors Should Know About the China A Market

In this Market Perspective, the Disciplined Equity team reviews 10 key things investors should keep in mind when investing in China and A-shares in particular.

May 2018

Insights

  • Investment Viewpoints
  • Market Spotlight
  • Research
Bull and Bear

Rising Rates and Volatility

American Century Investments views passive and active strategies as complementary tools for achieving successful investment outcomes.

July 2018

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An Unconstrained Approach Offers Unparalleled Opportunities

We believe the reappearance of volatility may constrain performance for investors using a traditional benchmark approach to emerging markets debt investing.

June 2018

Beyond Tariffs and Trade Wars

Opportunities in Emerging Markets

Understanding emerging markets opportunities and the American Century advantage.

April 2018

TDR Dashboard

Target-Date Risk Dashboard

An Innovative, Custom Solution to target-date fund (TDF) Evaluation and Selection.

April 2018

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South Korea: Emerging Markets Medalist or Value Trap?

We see attractive long-term investment opportunities selling at a discount.

March 2018

Umbrella

Caution is Warranted: Reducing Risk for Retirement Investors

Explaination of why we are reducing risk and aiming to lock in some gains for investors from mid-career through to those in retirement.

February 2018

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Why Allocate to Emerging Markets Equities

Discussion of the rationale for including emerging markets equities in both equity-only and balanced portfolios, evaluating risk and return characteristics, and looking at portfolio outcomes for a modest allocation to the asset class.

January 2018

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The Importance of Alpha Diversification: Increasing “Hit Ratio” in Multi-Asset/Multi-Manager Portfolios

Learn about the benefits of alpha diversification, with practical advice on how to choose an optimal mix of underlying fund managers.

June 2017

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Dynamic Risk Management: Balancing Target-Date Risks for Changing Market Environments

Learn about an evolution in our approach, research supporting our conclusion, the intended benefits for target-date fund (TDF) investors.

June 2017

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Active and Passive: Complementary, Not Competing, Strategies

We discuss passive and active strategies, as they are tools investors should consider.

March 2017

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Assessing Current Opportunities in Non-U.S. Growth Equities

Investors are keenly aware of the opportunities the global economy offers. Portfolio Manager Raj Gandhi digs into our process for finding these non-U.S. large-cap equity prospects.

June 2015

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Earnings Acceleration in Emerging Markets

Tracking long-term secular trends to capture growth in emerging markets companies.

June 2015

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Active vs. Passive Management in Target-Date Strategies

The debate about the relative merits of active versus passive management approaches has arrived at the doorstep of retirement plan sponsors.

June 2015

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The Evolution of Quantitative Investment Strategies

A look at the historical roots of quantitative investing and the enduring qualities that continue to make it a viable, attractive approach.

March 2015

Global Small Caps

The Case for Investing in Global Small Caps

We discuss how small-cap stocks can help provide portfolio diversification and performance potential.

August 2018

Defining Quality

Quality Should Always Be in Play

Q&A with Chief Investment Officer, Kevin Toney. We believe investing in high-quality stocks may offer the best way to avoid value traps and deliver solid risk-adjusted returns.

July 2018

Finding Value in the Energy Sector

Finding Value in the Energy Sector: 2018 Edition

Discussion of why fears of potential oversupply conditions and lower oil prices may be overstated.

February 2018

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Emerging Markets Rally Has Room to Run

History, macroeconomic, and secular trends support continued strength in emerging markets.

January 2018

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Urbanization is Changing the Face of Emerging Markets

We discuss how the move to cities will have a dramatic impact on emerging markets.

September 2017

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Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

Reasons for Optimism: The Importance of Differentiation in the Age of Trumponomics.

August 2017

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Investing for Sustainable Income: Diversification Matters

Client Portfolio Manager Nancy Pilotte spoke with Portfolio Manager Radu Gabudean about income diversification and professional management and how they can help investors achieve the competing goals of income, total return, and risk management.

June 2017

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Retail: Thinking Outside of the Brick and Mortar

Our U.S. Value Equity Team believes there are opportunities in well-managed retailers whose business models will enable them to successfully withstand or incorporate secular trends into their business models.

September 2016

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Can Small Companies Pack Big Dividends?

We answer this question and discuss why small caps aren’t such an unlikely source of sustainable dividends.

November 2017

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2017 National Plan Participant Study Overview

Explore the results of the 5th annual national survey of defined contribution plan participants.

August 2017

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DC Plan Sponsor Deliberations and Decisions

American Century Investments shares common practices and considerations among DC plan sponsor clients.

January 2017

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Impact Investing: Institutions Awaken to New Possibilities

Institutional allocations to impact investing are growing rapidly and are on track for further expansion in coming years.

December 2016

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Beyond Labels: Advancing Your Approach to Target-Date Evaluation and Selection

Take an in-depth look at target-date strategies and dive in to the labels.

June 2016

Emerging Markets: Not a One-Size-Fits-All Approach

With Vice President and Sr. Portfolio Manager Patricia Ribeiro

Global Equities: Will Inflation Slow Expectations?

With Vice President and Sr. Portfolio Manger Brent Puff

Value: Price is What You Pay; Value is What You Get

With Vice President and Sr. Portfolio Manager Mike Liss

Beware of Unintended Risks

With Sr. Vice President and Senior Portfolio Manager Keith Lee

The Global Impact of Regional Tariffs

With Vice President and Sr. Portfolio Manager Al Polit

The Winners and Losers of Tax Reform

With Senior Vice President and Executive Portfolio Manager Phil Davidson

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

Generally, as interest rates rise, bond prices fall. The opposite is true when interest rates decline.

International investing involves special risks, such as political instability and currency fluctuations.

Diversification does not assure a profit nor does it protect against loss of principal.

References to specific securities are for illustrative purposes only, and are not intended as recommendations to purchase or sell securities. Opinions and estimates offered constitute our judgment and, along with other portfolio data, are subject to change without notice.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.