Authors Posts by Dave MacEwen

Dave MacEwen

Dave MacEwen
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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.
Central Bank Moves and the Global Economy

Central Bank Moves and the Global Economy

What will the U.S. Central Bank do next? The answer to that question used to be easy. For most of my career, we would...
Fed Rate Outlook

December Rate Hike Expectations Unchanged in the Wake of Trump Victory

Donald Trump’s presidential victory upended the status quo, unleashing a host of new U.S. global policy-related questions on top of the macroeconomic challenges already...
A Risk on Market

Post-Brexit: A “Risk-On” Market

The presidential election and the potential rate hike by the Federal Reserve are two hot topics right now. They will most certainly affect the...
How and When Will Bond Conditions Change?

How and When Will Bond Conditions Change?

Q4 2016 CIO Insights: Fixed Income Podcasts Bond investors have enjoyed an extended run of positive performance. Because it’s been our experience that markets are inherently...

CIO Insights: Delayed Interest-Rate Normalization Builds Case for Inflation Protection

Podcast Higher U.S. inflation may be lurking just over the horizon. Wages, rents, health care, and energy costs rose while the Federal Reserve (the Fed)...
Oversold conditions opened select opportunities in high-yield

CIO Insights: Oversold Conditions Opened Select Opportunities in High-Yield

Corrections (declines of 10% or more) are a normal part of risk-market cycles, as we discuss in this quarter’s CIO Insights introduction. In the...

CIO Insights: Our Macro Strategy Outlook Suggests an Allocation to High-Yield...

We’re projecting moderate economic growth and moves toward interest rate normalization in the U.S., with continued market volatility as rates rise and the dollar strengthens. If...

CIO Insights: Opportunities and Risks in the Bond Market as Volatility...

Market volatility has increased in the U.S. investment markets in 2015 after years of being suppressed by the Federal Reserve’s bond purchases. On one...

CIO Insights: Prepare for Bond Price Volatility as Markets Normalize

After reaching for higher yields in recent years, we believe some bond investors are unprepared for more volatile market conditions as the Federal Reserve (the Fed)...

CIO Insights: Global Risks, Volatility, and U.S. Interest Rates

The recent volatility in global currency and commodity markets has been triggered by better economic growth and less aggressive monetary policy in the U.S....