CIO Insights: Third Quarter 2015

Introduction

G. David MacEwen

G. David MacEwen

Co-Chief Investment Officer

Victor Zhang

Victor Zhang

Co-Chief Investment Officer



Hawks Versus Doves—We Think the Fed* Should Raise Rates

U.S. Value Equity

Phillip N. Davidson, CFA

Phillip N. Davidson, CFA

Chief Investment Officer, U.S. Value Equity

The Value in a Fed* Move

Global & Non-U.S. Equity

Keith Creveling, CFA

Keith Creveling, CFA

Chief Investment Officer, Global and Non-U.S. Equity
 

Speculation About Fed* Creates Opportunities for Active Managers

Disciplined Equity

Scott Wittman, CFA, CAIA

Scott Wittman, CFA, CAIA

Chief Investment Officer, Asset Allocation/Disciplined Equity

Researching, Not Soul Searching

U.S. Growth Equity:
Mid & Small Cap

David Hollond

David Hollond

Chief Investment Officer, U.S. Growth Equity - Mid & Small Cap

Growth Stock Headwinds Receding

U.S. Growth Equity:
Large Cap

Greg Woodhams, CFA

Greg Woodhams, CFA

Chief Investment Officer, U.S. Growth Equity - Large Cap

The Large-Cap Quality Growth Process and Current Conditions

Fixed Income

G. David MacEwen

G. David MacEwen

Co-Chief Investment Officer



Prepare for Bond Price Volatility as Markets Normalize

Asset Allocation

Scott Wittman, CFA, CAIA

Scott Wittman, CFA, CAIA

Chief Investment Officer, Asset Allocation/Disciplined Equity

Diversification Is the Name of the Game

*Federal Reserve (Fed)
The Fed is the U.S. central bank, responsible for monetary policies affecting the U.S. financial system and the economy.

The opinions expressed are those of American Century Investments (or the fund manager) and are no guarantee of the future performance of any American Century Investments fund. This information is for educational purposes only and is not intended as investment advice.

Statements regarding specific holdings represent personal views and compensation has not been received in connection with such views.
Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.
Historically, small- and/or mid-cap stocks have been more volatile than the stock of larger, more-established companies. Smaller companies may have limited resources, product lines and markets, and their securities may trade less frequently and in more limited volumes than the securities of larger companies.

Diversification does not assure a profit nor does it protect against loss of principal.

Generally, as interest rates rise, the value of the securities held in the fund will decline. The opposite is true when interest rates decline.
Past performance is no guarantee of future results. Investment returns will fluctuate and it is possible to lose money.

For detailed descriptions of indices or investing terms referenced above, refer to our glossary.