Authors Posts by Dave MacEwen

Dave MacEwen

Dave MacEwen
28 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.
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....

CIO Insights: Normalization, with Higher Risks and Yields

“Market Normalization” is a prominent theme for our Global Macro Strategy Team in 2015—at least in the U.S.—as the Federal Reserve (Fed) further unwinds its...

CIO Insights: Diversifying with Global Credit

“Global Divergence,” the result of muted global economic growth conditions compared with more moderate, sustainable growth in the U.S., has helped the unexpected U.S....

CIO Insights: Are You Prepared for Rising Rates and Inflation?

Now that we’re past the first-quarter winter weather effects, we believe that stronger economic conditions will prevail in the U.S., leading to moderately rising...

Video: CIO G. David MacEwen Shares Our Fixed Income Macro Strategy...

Each quarter, American Century Investments® Fixed Income Macro Strategy team provides observations about the general state of the economy, including opinions on inflation, monetary...

Ask Our Expert: The Reality of Rising Interest Rates, Part III

Q: Is there a simple, effective way to offset interest rate risk? A: There’s a simple, easy-to-use strategy that historically has achieved a 92% success rate of...