Income Generator: Income Drives Outcomes

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.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

Income-paying equities—especially those that tend to increase dividends—can help maintain “real return” and stability in a primarily fixed income portfolio.

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.

Read the Special Global Equity team’s piece detailing the case for allocating to mid-caps now.

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.

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.

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.

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.

In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients. 

In this episode, Alison Shimada, head of the Total Emerging Markets Equity team at Allspring, and Joseph Dore, head of International Consultant Relations, discuss the strategic case for investing in emerging market equities.

Join Colin Walker, regional director, and Chioma Enworom, wealth specialist, as they share thoughts on what Black History Month means to them, who inspired them, and where they see opportunities in fixed income.