MASTERCLASS: ESG Investing - August 2019
ESG investing has evolved over the past decades with institutional and retail investors contributing to the growth in ESG assets under management. With an increase of flows into active management going into ESG funds and millennials boosting demand for different investment choices, it's not just ethic and values that are driving the growth. Investors are incorporating ESG factors and traditional financial analysis into the investment process. In this panel discussion, 3 experts discuss regional and generational trends in ESG investing and highlight some of the common misperceptions surrounding ESG solutions within multi-asset class portfolios: Guillaume Mascotto Vice President, Head of ESG and Investment Stewardship at American Century Investments Joshua Kendall, Senior ESG Analyst at Insight Investment Max Messervy, Responsible Investment Consultant at Mercer
The ETF industry continues to expand at an accelerated pace. U.S.-listed ETFs saw a surge of inflows as U.S. equity indexes advanced to new record highs. The key industry trends and potential opportunities are highlighted at the midpoint of the year. In this panel discussion, 4 experts discuss the outlook for the ETF market and offer insight into the different types of exchange-traded funds: Ed Rosenberg | Senior Vice President, Head of ETFs, American Century Investments Dodd Kittsley, CFA | Director, Davis Advisors Richard Koerner | ETF Sales Manager, Fidelity Investments Mark Hackett, CFA, CMT | Chief of Investment Research, Nationwide
Central Banks vs. Equity Markets: Is the Tail Wagging the Dog?
Relationships deeply rooted in a global capital markets affect investors’ mindset — especially in how they evaluate risk-adjusted return. This quarter, Head of Investment Solutions Cleo Chang considers how the United States Central Bank’s policy is affected by Europe and Japan.
Beyond U.S. Markets: Searching for Growth Amid Gloom
From the Eurozone and United States to Japan and China, Non-U.S. Growth Equity Portfolio Manager Rajesh Gandhi admits many indicators point to gloom and doom: Brexit, trade tensions, weakening consumer confidence. Nevertheless, his team has found an “abundant” number of opportunities. How? That’s what we cover in this quarter’s outlook video.
Seeking Companies with Secular Growth Prospects
At the midway point in 2019, the market's been a lot like recent years—but Large Cap Growth VP & Portfolio Manager Jeff Bourke is starting to see volatility pick up. So how does that shake out for the second half? That’s the topic of our Q3 conversation.
Uncovering Value Amid Tech Disruption
Value versus growth. “It’s been a tough slog,” says Global Value Equity Portfolio Manager Mike Liss. But in a slow growth environment going forward, he sees good risk-rewards in energy and banks. What industry is he intentionally staying away from? Find out in this midyear outlook.
Seeking Growth in a Softer Economy
Trends in most developed markets, and within emerging markets, are generally softer headed into Q3 of 2019. This creates a more challenging backdrop for Global & Non-U.S. Equity Portfolio Manager Brent Puff, who shares his quarterly outlook: “The one thing we can say with a high degree of certainty is there is going to be more uncertainty going forward.”
Semi-transparent Active ETFs
Ed Rosenberg, Head of Exchange Traded Funds at American Century Investments, offers insight into the semi-transparent active ETF structure. He discusses how Precidian's structure can provide asset managers with the ability to generate excess return and how semi-transparent ETFs can be incorporated into American Century’s suite of ETFs. For Financial Professional Use Only / Not for distribution to the public.
Emerging Markets Fight Through Volatility and Headlines
Portfolio Manager Patricia Ribeiro is approaching the remainder of 2019 as though volatility, trade war rhetoric and political issues will continue - pointing out that companies within the emerging market space are used to uncertainty. In her midyear insights, Patricia stresses the increasing importance of focusing investment decisions on the individual stock level.
Bond Investing Amid Falling Rates and a Slowing Economy
Looking at the global landscape over the next 12 months, one word comes to Global Fixed Income Co-CIO John Lovito's mind: Uncertainty. What will U.S. growth look like post the China/U.S. trade conflict? Will European growth stabilize? What does China growth look like? In this quarter's outlook, John explains that his investment team is taking a more cautious approach.
Buying Opportunities in the U.S.-China Trade War
To date, 2019 has brought "exciting" and unexpected twists, according to Global Small Cap Equity Portfolio Manager Trevor Gurwich. How does that - and the lingering uncertainty of trade relations and the Federal Reserve's decision on interest rates - affect portfolio construction? Hear Trevor's outlook for the quarter.
MASTERCLASS: Target Date Funds - June 2019
Target Date Funds are offered by an investment firm and seek to grow assets over a specified time period. The structuring of the funds address an investor's capital needs at a future date. The asset allocation of a target date fund gradually grows more conservative as the target date edges closer. In this Masterclass, 4 experts dig deeper into Target Date Funds, Glide Path construction, and offer insight into what clients and advisors need to know: Wyatt Lee, Portfolio Manager of Multi-Asset at T. Rowe Price Rich Weiss, CIO of Multi-Asset Strategies, and SVP and Senior Portfolio Manager at American Century Chris Nikolich, Head of Glide Path Strategies U.S. and Multi-Asset Solutions at AllianceBernstein Sean Kenney, Managing Director and Head of Defined Contribution at MFS Investment Management For Financial Professional Use Only / Not for distribution to the public.