Equities: Proceed Cautiously

By Rich Weiss - May 3, 2018

Predicting the end of an economic cycle is tough, but I’ve been in the game long enough to see the signs. Look around. Real economic growth is slowing, we’re decelerating and inflation is a threat. Those are the facts, and they’re typical markers of the end of a cycle. So, what’s an investor to do? Tread cautiously. For my team, that means we’re taking money off the table to reduce risk.

In this quarter’s outlook, I touch on rising rates, corporate America, tax reform and the consumer sector. I also highlight why active versus passive management is a focal point in turbulent times. Watch the video below for more.

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      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.