Authors Posts by Greg Woodhams, CFA

Greg Woodhams, CFA

Greg Woodhams, CFA
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Greg Woodhams, CFA, is a chief investment officer at American Century Investments, overseeing the investment team responsible for managing the U.S. Large Cap Growth equity discipline. He also serves as a member of the investment oversight and asset allocation committees. Greg speaks Spanish, Portuguese and is learning Italian.
Trump Policies and Current Market Trends

Trump Policies and Current Market Trends

Q1 2017 CIO Insights:  U.S. Large Cap Growth Equity Podcast In this edition of CIO Insights, we identify several considerations that may be important for investors...
Dollar Votes in the Large Growth Process

Dollar Votes in the Large Growth Process

Q4 2016 CIO Insights: U.S. Growth Equity - Large Cap Podcast Much of this edition of CIO Insights has been devoted to an election theme. While...
Four Key Macro Themes Revisited

Four Key Macro Themes Revisited

Podcast The theme of this edition of CIO Insights is the effect of macroeconomic factors on U.S. markets. This recalls our discussion of several issues...
Balancing intentional and unintentional risk

CIO Insights: Balancing Intentional and Unintentional Risk

In this edition of CIO Insights, we discuss the manner in which we quantify and manage both intended and unintended risk in our large-cap...

CIO Insights: Key Trends in Large-Cap Growth – Fed, China, OPEC,...

Last year saw four important economic assumptions shaken, which will likely result in effects that run to the end of the decade. In this...

CIO Insights: The Large-Cap Quality Growth Process and Current Conditions

The discussion in this quarter’s CIO Insights relates to the “normalization” of Federal Reserve monetary policy and implications for economic and market conditions. Our aim...

CIO Insights: Our Active Approach to Changing Market Trends

In this quarter’s CIO Insights, the discussion has centered on dynamic, changing market conditions, and the importance of active portfolio management in those circumstances. Here we...

CIO Insights: Greater Volatility, Greater Opportunity?

In this quarter's other CIO Insights, the discussion has been about the “normalization” of economic growth, interest rates, and financial market conditions. A more normal market characterized...

CIO Insights: U.S. Natural Gas: Changing Global Fortunes

The natural gas revolution in the U.S. has dramatically changed fortunes for companies across a range of sectors around the world. After a series of large natural gas...

CIO Insights: All Earnings Are Not Created Equal

Much of the discussion in other CIO Insights this quarter has highlighted the uncertainty surrounding growth, interest rates, and corporate earnings. Here we provide some...