American Century sees AI-driven rally broadening beyond tech stocks

By Public Technologies
  • American Century’s Q4 2026 outlook flagged resilient global growth despite inflation, higher energy costs, geopolitical risks.
  • AI-driven investment seen widening equity opportunities beyond mega-cap tech, with momentum spreading across global markets.
  • Fixed-income view highlighted hyperscaler debt issuance, data-center spending driving demand for long-duration capital.
  • Long-end Treasury yields expected to stay pressured as global term premia rise on inflation, deficits, debt across developed markets.
  • Disciplined security selection, diversification stressed as key portfolio responses to elevated macro risks.


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