John Lovito, Co-Chief Investment Officer, Global Fixed Income, Charles Tan, Co-Chief Investment Officer, Global Fixed Income, and Joyce Huang, Senior Client Portfolio Manager at American Century Investments discuss their macroeconomic outlook and what that may mean for fixed income investors.
WEBCAST: CIO Insights: Fixed-Income Investing in an Uncertain World.
After a year of unprecedented drawdowns across fixed income, we now see an end to Federal Reserve rate hikes. However, the magnitude of the impending economic downturn remains unclear, and heightened volatility is likely to linger. Join John Lovito and Charles Tan, co-CIOs for American Century Investment’s Global Fixed Income discipline, and Joyce Huang, senior client portfolio manager, as they discuss how close the Fed is to meeting its targets and what that may mean for fixed-income investors.
You can expect to learn:
- What data to watch for that could signal an end to the Fed’s rate hike cycle.
- Which fixed-income sectors and securities may be appropriate as recession takes hold.
- How to position your portfolio in uncertain macro scenarios.