Election year and AI investment strategies star in American Century’s Third Quarter Investment Outlook

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Investors can expect political rhetoric to ramp up, both in the U.S., where both party conventions will occur this quarter, and across the globe, which will see head-of-state elections this

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Stocks are the true independents in this election

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What does the rematch between Joe Biden and Donald Trump in the 2024 U.S. presidential election mean to financial markets? Holding a presidential election when emotions are running high, and

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Interest rate concerns? Consider a multisector income strategy

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Investors face a new bond market landscape. The investment strategies that previously provided attractive performance potential may not be well suited for today’s market. For example, since the Great Financial

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CIO roundtable: Is the market too optimistic?

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FOMO, YOLO, HODL—whatever you call it, it appears the momentum factor took hold in the first quarter. The best-performing groups of stocks so far this year were related to bitcoin,

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Corporate earnings are crucial to 2024 stock market returns

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Stocks went on a months-long rally to unprecedented highs in early 2024. Contributors included hope for Federal Reserve (Fed) rate cuts, rising expectations for an economic soft landing, and investor optimism

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Impact investing appeal declines but greenwashing not a concern

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Nearly three-quarters (71 per cent) of Australian investors are willing to sacrifice between 1-10 per cent in returns in order to create a positive impact, according to the seventh global impact

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Fed sticks to rate cut outlook despite stubborn inflation

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Key takeaways With inflation still climbing at an above-target rate, the Fed left its benchmark interest rate unchanged at the fifth straight monetary policy meeting. Consumers are feeling the effects

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Will global small-cap stocks outperform in 2024?

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Attractive earnings growth prospects and discounted valuations due to recent, uncharacteristic underperformance may create opportunities for global small-cap stocks. Key takeaways Rising interest rates proved to be a strong headwind

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COP28 set to highlight lack of progress on Paris Agreement

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A stocktake of the goals set out under the Paris Agreement show the world is not on track to reach the objectives of the international treaty, according to American Century

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US Fed tightening campaign ‘likely over’

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“The Fed’s inflation and labour market concerns are overstated, and additional rate hikes won’t be necessary. Continued progress in controlling inflation prompted the Fed to once again hold interest rates

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