American Century Investments Releases Fourth Quarter Investment Outlook
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KANSAS CITY, Mo., Sept. 28, 2026 /CourierPR/ -- American Century Investments released its fourth-quarter 2026 investment outlook, which highlights the firm's continued leadership in the global asset management space. The outlook, which has more than $350 billion in assets under supervision, underscores the firm's commitment to delivering investment results and building long-term client relationships. The report, authored by American Century Investments' senior vice president and chief investment officer, Victor Zhang, and co-chief investment officer of global equity, Patricia Ribeiro, provides a comprehensive view of the investment landscape, including the role of artificial intelligence (AI) in driving capital spending and earnings growth across global equity markets.
The outlook notes that despite persistent inflation and elevated interest rates, today's markets offer an increasingly broader range of opportunities. The report emphasizes the importance of remaining diversified and committed to a well-constructed investment plan, as investors navigate an uncertain environment. Ribeiro, co-chief investment officer of global equity, highlights the resilience of global markets from stronger-than-expected corporate performance and earnings trends, particularly in sectors beyond the narrow group of technology stocks.
The outlook also underscores the significant role of AI investment in driving capital spending and earnings growth across global equity markets. Ribeiro points to opportunities across financials, industrials, energy, and emerging markets, where growth drivers beyond AI are also benefiting. The report further highlights the impact of massive hyperscaler debt issuance and AI-related capital spending on the global investment backdrop, particularly in the demand for longer-duration capital for spending on data centers, power infrastructure, and AI capacity.
In addition to the impact of AI and hyperscaler debt issuance, the report also examines the broader forces reshaping capital markets worldwide. Chief investment officer of fixed income, Charles Tan, notes that rising global yields are not unique to the United States and instead reflect broader factors such as elevated inflation and soaring government deficits and debt. Tan argues that investors may be overlooking the global nature of the trend, and that rising yields are driven by similar factors across developed markets.
The American Century Investments investment outlook also includes insights on global macroeconomics, U.S. and global equities, fixed income, multi-asset strategies, and sustainable investing trends. The report concludes by emphasizing the importance of disciplined security selection and diversification in the face of elevated macroeconomic and geopolitical risks.
Founded in 1958, American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. The firm's approximately 1,400 employees serve financial professionals, institutions, corporations, and individual investors from offices in Kansas City, Mo.; New York; Los Angeles; Santa Clara, Calif.; Portland, Ore.; London; Frankfurt, Germany; Hong Kong; and Sydney. The company distributes 40% of its dividends to the Stowers Institute for Medical Research, a 500-person, nonprofit biomedical research organization with a focus on foundational research. The Institute is the largest owner of American Century Investments and has received dividend payments of more than $2 billion since 2000.