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By John Lovito - April 10, 2018
The first quarter of 2018 reminded markets that volatility is a risk—one we haven’t seen for nearly a decade. When markets gain steadily for an extended period of time, it’s easy to lose sight of the fact that markets can also surprise to the downside. That’s why I consider it so important to have a team in place that’s seen multiple market cycles, has outperformed throughout those cycles and can pivot as markets demand.
Volatility drove two of the biggest pivots we made recently. We became more defensive with regard to our exposure to developed markets, and we increased exposure to emerging markets. In this quarter’s outlook, I provide insight into my thought process around liquidity, trades and rate hikes.
Muni market dynamics underscore the importance of skilled in-depth credit research to uncover opportunities and manage risks.
Alternatives Portfolio Manager Hitesh Patel explores how his team is finding yield outside of traditional investment markets.
NCRAM Chief Investment Officer David Crall talks about investing for high income in today's market.
As the global economic cycle matures, certain risks inherent in fixed-income investing will become more apparent.
In this quarter’s update, Sr. VP and PM John Lovito dives into the three markets with the most risk for aggressive monetary policy.
October 31, 2017
The first quarter of 2018 reminded markets that volatility is a risk. In this quarter’s outlook, SVP & Sr. Fixed Income Portfolio Manager John Lovito provides insight into how volatility prompted his team to pivot, and he also shares into his thoughts around liquidity, trade wars and rate hikes.
April 10, 2018
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.
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.
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.