Select your country and role to ensure the content presented is applicable to you.
For bond investors, the “Goldilocks moment” has arrived. We see this as an opportunity to diversify duration or “ride the curve.”
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes have the potential to influence investment portfolios.
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
Insight
Spicing Up Your Portfolio? Equity Income's On The Menu
Income-paying equities—especially those that tend to increase dividends—can help maintain “real return” and stability in a primarily fixed income portfolio.
Article
Too Soon for Fed Rate Cuts
Fed officials again kept the federal funds rate unchanged at 5.25–5.50%. We believe they won’t cut rates before summer at the earliest—and not till they see more weakness in prices and the labor market.
The Sweet Spot: Why Mid-Cap Value Now
Read the Special Global Equity team’s piece detailing the case for allocating to mid-caps now.
Investing in Banks? Find Comfort in Excess Capital.
Our Special Global Equity team explains why they believe U.S. G-SIBs, with more than $150 billion in excess capital, are currently undervalued and regional banks are overvalued relative to their respective risk profiles.
Allview: Market Risk Monitor
Podcast
Fixed Income Focus: Economy, Elections, and Eggs in One Basket?
George Bory, Allspring’s Chief Investment Strategist for Fixed Income at Allspring, interviews Noah Wise, Senior Portfolio Manager for the Plus Fixed Income team. The pair discuss how the Fed may react to stickier inflation, a potential market impact of the impending U.S. election, and benefits of diversifying your fixed income portfolio.
What Does NVIDIA Have to Do With Sustainability?
A large gap exists in meeting the 2030 United Nations’ Sustainable Development Goals (SDGs). That includes addressing urgent issues such as protecting biodiversity and increasing energy efficiency.
The Dragon Turns Two: Revisiting Our Liquidity Research
This update to a paper published in 2022 reflects market movements from the past two years, to better understand how exposed investors are in 2024 to a potential liquidity event.
Both Sides of the Table: Women and the Great Wealth Transfer
Celebrate International Women’s Day with Katie D’Angelo, Allspring’s head of Global Relationship Management, and Megan Miller, head of Systematic Options and Co-Head of Custom SMA (Separately Managed Accounts) Investments, as they discuss a megatrend in the making, the Great Wealth Transfer, and what it means for women.
Macro Matters
Municipal Bond Investing: The Institutional Advantage
The municipal bond market is highly fragmented and inefficient, often making it difficult for individual investors to effectively transact. Learn how institutions can offer a better experience for investors who leverage their capabilities.
PM Spotlight: The Flow to Fixed Income
Janet Rilling, head of Allspring’s Plus Fixed Income Team, was named by Morningstar again in 2023 as one of the top female portfolio managers in the U.S.