How AI could drive change across multiple industries

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The next phase of AI could reshape earnings growth across sectors, not just in tech, possibly creating new opportunities for institutional investors. So far, AI’s impact has largely centered on

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Fed leaves interest rates unchanged amid ongoing uncertainties

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The Federal Reserve (Fed) kept its interest rate target unchanged on April 29 at a range of 3.5% to 3.75%, where it’s been since December. This was the final meeting

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Why Artificial Intelligence is a mid-cap trend, too

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Artificial intelligence (AI) has helped drive results for the Magnificent Seven and other large-cap companies. But they’re not the only ones benefiting from this trend. The world’s largest tech firms

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Avantis Investors launches three active ETFs in Australia

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Avantis Investors, an AU$133 billion[1] investment offering from the AU$454 billion[2] global asset manager American Century Investments®, is entering the Australian market with the launch of its first three dual

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American Century looks to Japanese equities as market shifts

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Japanese equities have become an attractive investment option as global market leadership undergoes a significant reshuffle, says Bernard Chua, senior client portfolio manager at American Century Investments. “With the previously

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Five trends impacting earnings growth

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1. U.S. Tariff Policy Is Disrupting Global Markets More details about changes to U.S. tariff policy are emerging, but significant uncertainty remains. The number of S&P 500 companies mentioning “uncertainty”

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A slowing economy is a growing probability

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We believe economic pressures from tariffs, still-high interest rates and persistent above-target inflation will stall the US economy over the next several months. For these reasons, we put the odds

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Why growth investors are turning to Europe in early 2025

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With the U.S. outperforming other developed markets during four of the last five years, many expected U.S. exceptionalism to continue in 2025. However, this hasn’t been the case, thanks to

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Is it time for less drama in your portfolio?

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Analysing the growth scare: What investors should know Markets have experienced volatility resulting from the Trump administration’s tariffs and the Department of Government Efficiency’s (DOGE’s) pruning of the federal government.

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How layers of inflation affect consumer prices

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Inflation has many analogies, but have you ever thought of it as an onion? Just as peeling an onion can bring tears to your eyes, paying higher prices at the

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