American Century warns markets underprice risk, urges active management amid volatility

  • American Century flagged Q3 2026 markets as underpricing upside and downside risks, urging active risk management amid elevated volatility.
  • Geopolitical tensions seen complicating inflation and rate expectations, increasing fixed-income volatility and reducing predictability for pricing risk premiums.
  • Tail risks include a US cyclical rebound that could restart Fed tightening, or Strait of Hormuz constraints lifting oil prices, hurting global growth.
  • Strategy focus shifts to moderate portfolio risk, using security and sector selection as opportunities broaden beyond the AI-led trade.
  • Emerging markets, energy diversification, renewables, and supply-chain themes cited as potential beneficiaries of a wider opportunity set.


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