Know Your ETF: Identify Portfolio Goals
Ed Rosenberg, SVP and Head of ETFs at American Century Investments, weighs in on the importance of understanding portfolio construction and investing goals.
Creative Destruction: Investing in Innovation and Millennial Demand
Guillaume Mascotto, Head of ESG and Investment Stewardship at American Century Investments, focuses on the shifts in the investing landscape and the generational conventions that will affect ESG-oreinted portfolios. Mascotto discusses risk analysis and impact investment research as part of the firm's process.
MASTERCLASS: ETFs - May 2019
We are in a new rate regime and advisors need to think differently about how to generate income. ETFs offer the benefits of investing in a basket of assets as investors seek yield and quality. At a time when advisors need to look beyond the benchmark, there is increased demand for balance between risk management and finding opportunities. Rene Casis, ETF Portfolio Manager - American Century Investments Ed Kerschner, Chielf Portfolio Strategist - Columbia Threadneedle Investments Matthew Collins, CFA, Vice-President, Exchange Traded Funds - PGIM Investments Greg Collett, Director of Investment Products -World Gold Council FOR INSTITUTIONAL USE ONLY | NOT FOR PUBLIC USE
What’s Behind the Latest Market Recovery
After a rough second half of 2018, we've seen a notable turnaround in 2019. How much longer can it last?
ETFs: Patience Through Changing Economic Cycles
Going into the second quarter of 2019, Portfolio Manager Rene Casis expects to see new ETF products that are more actively oriented. He also shares guidance on how financial advisors can overcome challenges related to implementation—by thinking about the investor’s outcome and remaining patient.
Even as Markets Surge, Should Investors Get Defensive?
There is a time to play offense, and there is a time to play defense. Global Fixed Income Co-CIO Charles Tan believes it’s time for the latter after witnessing a broad-based rally across risk markets, urging investors to use caution.
Where are Potential Bright Spots for Value Investors?
Despite the slowdown in global gross domestic product, global value equity portfolio manager Mike Liss believes a recession is unlikely. In this quarter’s outlook video, he shares sectors that provide what he thinks are good risk/reward profiles: medical devices and energy.
Finding Absolute Value in a Growth-Driven Market
Portfolio Manager Al Polit considers absolute value the “purest form of value available.” Why don’t more institutional managers take this investment approach? This quarter, Polit shares his thoughts on that and also presents historical data to support this asymmetrical risk-reward profile strategy.
Large Growth Companies: Steadfast in Uncertain Times
In the current volatile environment—where generating alpha can be challenging—what is the key to success? Large Growth Portfolio Manager Keith Lee shares his thoughts in our quarterly outlook video.
Global Economic Risks: Are They Diminishing?
Despite the first quarter market rally, Global & Non-U.S. Equity Portfolio Manager Brent Puff notes slowing global growth. What’s that mean? The pace of corporate profits is under pressure, which means a more difficult backdrop for equities.
Global Growth Equity: The Search for Sustainable Growth
Portfolio Manager Prabha Ram looks forward to “robust growth” in innovative companies this year. Her focus will be on companies that sustainable growth due to innovation, execution and net worth effects—and she highlights two that have her attention.
AC Alternatives® Income: Seeking Uncorrelated Returns
Head of Investment Solutions Cleo Chang stresses the importance of “complementariness” when diversifying portfolios with alternative investments.