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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Global Small-Caps: A Source of Innovation in Sustainability

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As the saying goes, “good things often come in small packages,” which we think applies to the small-cap universe. In this article, we address opportunities among small-cap companies that focus

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Impact of tariffs – how concerned should investors be?

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Concerns are mounting over the worldwide economic consequences of Donald Trump’s tariff policies, and many investors will currently be grappling with the question of how concerned they should be about

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American Century appoints Tom Fellowes as new vice president – Australia sales

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American Century Investments has appointed Tom Fellowes to the role of vice president Australia sales, effective 3 April 2025. Based in Sydney, Mr Fellowes will report to head of Asia

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Uncertainty presents investor opportunities

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In its second 2025 investment outlook, the $263 billion* global asset manager American Century Investments offers guidance on navigating the policy and market uncertainty on tariffs, federal spending cuts, interest rates

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What trends are guiding global small-caps in 2025?

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After facing years of headwinds, we believe global small-cap stocks may be poised to benefit from changes in the macroeconomic environment in 2025. Inflation, higher interest rates and recession fears

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Navigating the AI revolution: 2025 AI outlook

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AI-related stocks led the market’s rally from 2022’s lows to repeated record highs in 2024. The outlook for 2025 is more nuanced, as the initial unbridled enthusiasm for AI-related stocks

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What are the policy implications of a second Trump presidency?

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As recent polls and market trends predicted, Donald Trump has been elected president of the United States. With the uncertainty around the outcome removed, many investors will now focus on

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Four myths debunked: Investing in an election year

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With the U.S. presidential election making headlines, it’s easy to feel uncertain about your investment strategy. As the political rhetoric and election promises heat up, we think it’s essential to keep

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