Authors Posts by Dave MacEwen

Dave MacEwen

Dave MacEwen
38 POSTS 0 COMMENTS
Dave MacEwen is co-chief investment officer at American Century Investments. He shares responsibility for overseeing the discipline CIOs and investment teams that manage client assets across the firm. An avid sailor, Dave competes in an annual Pacific trip between California and Hawaii.
2018 Investing Outlookvideo

2018 Investing Outlook

The past year was filled with uncertainty and speculation—around a new president, interest rates, global politics and when one of the longest-running bull markets...
Fed Resumes Rate Normalization as Powell Prepares to Take Helm

Fed Raises Rates, Boosts Growth Outlook as Powell Prepares to Take...

In a widely anticipated move, the Federal Reserve (Fed) raised short-term interest rates 25 basis points at the December 12-13 meeting of the Federal...
Bond Market Backdrop Bolsters the Search for Value

Bond Market Backdrop Bolsters the Search for Value

Podcast Long-term bond investors have enjoyed an extended period of positive performance. And there are few reasons to expect any big changes in bond market...
Fed Keeps Rates Steady, Announces October Start to Balance Sheet Reduction

Fed Keeps Rates Steady, Announces October Start to Balance Sheet Reduction

As we expected, the Federal Reserve (Fed) left short-term interest rates unchanged at the September 19-20 meeting of the Federal Open Market Committee (FOMC)....
Weak Inflation Disrupts Rate Normalization

Weak Inflation Disrupts Rate Normalization

The Federal Reserve’s (Fed’s) primary goals are to promote maximum employment and stable inflation. But as the Fed gets set to revisit this mandate...
Lots of News, but Little Volatility

Lots of News, But Little Volatility

Since we started this series of portfolio manager insight videos in 2016, I’ve noticed that there’s always a theme that resonates across disciplines each...
Feds Likely to Reduce Balance Sheet, Mindful of Markets

Fed Likely to Reduce Balance Sheet, Mindful of Markets

Investors are bracing for the next leg of the Federal Reserve’s (the Fed’s) “normalization” strategy—the unwinding of quantitative easing (QE). Just as the bond-buying...
Fed Raises Rates, Set Sights on Balance Sheet

Fed Raises Rates, Sets Sights on Balance Sheet

As expected, the Federal Reserve (the Fed) resumed its interest rate-normalization strategy, lifting the federal funds rate target 25 basis points at its latest...
Fed Holds Rates Steady, Sets Stage for Future Moves

Fed Holds Rates Steady, Sets Stage for Future Moves

As expected, the Federal Reserve (Fed) left its interest rate target unchanged at its latest monetary policy meeting. This is consistent with the gradual...
Thinking Globally in Bond Investing

Thinking Globally in Bond Investing

Being in the world of investments, it probably comes as no surprise that numbers are always top of mind. To some, they are just...