KORP News and Press, American Century Diversified Corporate Bond From 06/27/22

We remain cautious in equities, but in fixed income, investors now have more yield and credit spread to work with. We think that the Federal Reserve’s rate hikes for this cycle are becoming increasingly priced into the yield curve. Our fixed income team has stress-tested fo...

Why beaten down stocks might not be as cheap as they appear? Why the earnings projections for some stocks might be too high? The bond market is bouncing back. What does that mean for equities? For further details see: Does A Down Market Lead To Buying Opportunities? It's...

Federal Reserve wants to hit the brakes, a 180-degree reversal from the recent two-year effort to turbo-stimulate the U.S. economy. USD's strength since early last year has defied a widening trade deficit, historic negative real interest rates, and growing anxiety that weaponizing the...

Growth is slowing, but it’s slowing to trend at this point. So not to zero, not to negative, but something like the trend that we’ve experienced over the last couple of decades. So, if you’re looking for a great way to play inflation, look to the small cap asset c...

Success in investing over the long term isn’t just about picking winners. By adopting a balanced diversified approach, your portfolio stands a better chance of achieving a stable return over time. In a rapid rising environment for equity markets, we expect fixed income to u...

When money is virtually free for borrowers and near-nil yielding for investors, many people do dumb stuff with money. But when rates rise sharply, the riskiest bets blow up, and investors get reminded that capital options are far from equal. Return of principal matters most in the...

The year-over-year change in core CPI peaked in March and is coming down, albeit slower than we’d all like to see. The economy is slowing in some areas and inflation is still high but probably peaking. Bond yields are starting to look pretty attractive relative to stock div...

The auto industry illustrates the difficulty of finding a perfectly sustainable private sector investment. No automaker is perfect from a sustainability perspective. Companies regularly need fresh injections of capital. For further details see: Responsible Lending: The M...

It certainly has been an extraordinary period of weakness for the bond market with the most rapid rising yields that we’ve seen in decades. But the other side of the coin is that now that yields are at these higher levels, bonds represent a much more interesting investment oppo...

The search for value is on, particularly in short to medium duration. We believe yield translates into return potential, and it’s an opportune time to assess current yields in the context of the durability (or lack thereof) of the Fed’s recently aggressive monetary polic...