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.

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...

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

Q: What can investors do to lessen interest rate risk? A: We believe investors can adjust to rising yields with four simple allocation options. These strategies/allocations allow an...

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

Q: What is your view of the current bond market? A: These are unsettling times for bond markets and bond investors. Since 1981, we’ve witnessed a sustained...

CIO Insights: Higher Correlations – A Boon for Active Corporate Bond...

In contrast to equity markets, where market correlations have come down (referenced in other CIO Insights posts this quarter), research from our Fixed Income team suggests that sector...

CIO Insights: Our 2014 Outlook – Markets Still Heavily Managed by...

We offer our global macroeconomic and fixed income market outlook for 2014, with our views on growth, inflation, and interest rates. We believe carry-over...

CIO Insights: How High Might Yields Go? Not Sky High, by...

We believe bond yield normalization has begun, but it’s coming at a time when the U.S. economy is still not normal. We think yields...

CIO Insights: Reassurance About Fed Policy and Interest Rate Changes

Based on fundamental economic and market analysis, our Fixed Income Macro Strategy Team still believes U.S. interest rates will remain relatively low and range-bound...