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. https://www.allspringglobal.com/globalassets/assets/audio/springtalk/springtalk_20240228.mp3   Alison Shimada: It’s really important to consider investing in emerging markets. And from a timeframe perspective, now is the time. Do it in a sensible way and participate consistently. Joseph Dore: That’s Alison Shimada, head of the Total Emerging Markets Equity team here a ..read more

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. Colin Walker: I’m Colin Walker, regional director here at Allspring Global Investments, and welcome to SpringTalk. Today, we have a special episode for Black History Month and I’m joined by Chi Enworom, wealth specialist here at Allspring. Thanks for being here, Chi. I’m excited for our conversation. Chioma Enworom: Likewise, Colin. It’s great to be here. Colin: And we know black hist ..read more

Buzzard beater With eight seconds left on the play clock, Harrison Butker of the Kansas City Chiefs kicked a chip shot field goal that put the nail in the coffin for the Philadelphia Eagles. By most quantitative measures, the Eagles were flying high all afternoon, but conceding a costly scoop-and-score defensive touchdown in the first half kept the Chiefs within striking distance. Ultimately, though, it was a qualitative measure that ruined the night for the Eagles—don’t give Patrick Mahomes the football with a one-score lead late in the fourth quarter of an important game. He will punish you ..read more

In the first ever episode of Allspring’s new podcast SpringTalk, Kelly Vives, chief marketing and communications officer, interviews John Moninger, head of U.S. Distribution, and Ann Miletti, chief diversity officer and head of Active Equity. They take a look back on the previous series On the Trading Desk and then dive right into the top five questions investors should be asking themselves in 2024. Kelly Vives: I’m Kelly Vives, chief marketing and communications officer. Today, I’m here with Ann Miletti, our chief diversity officer and head of Active Equity, and John Moninger, head of U.S. D ..read more

As expected, the Federal Open Market Committee decided to keep its key interest rate, the federal funds rate, unchanged at 5.25%–5.50%. We believe lower-than-expected price data and the economy’s gradual weakening mean we should start seeing rate cuts by May this year. Despite continued good news on inflation, the Federal Reserve’s (Fed’s) rhetoric will likely remain careful to avoid sounding too dovish too soon. Any resurgence in price pressures due to loose monetary policy would harm the Fed’s credibility. However, we expect Fed officials to start talking more about the conditions they need ..read more

Join George Bory, CFA, and Nicholos Venditti, CFA, as they share thoughts on the current market environment and what to expect in 2024. https://www.allspringglobal.com/globalassets/assets/videos/podcasts/ottd_20240110_video.mp4 George Bory: I’m George Bory, chief investment strategist of Fixed Income here at Allspring Global Investments, and you’re listening to On The Trading Desk®. Today, we have a special episode discussing the current state of fixed income markets and where we see opportunities ahead in 2024. Joining me today is Nick Venditti, head of Municipal Fixed Income at Allspring. N ..read more

Mira Park, senior portfolio manager of the Investment Grade Income team at Allspring Global Investments, and Jarad Vasquez, senior portfolio manager and co-head of the Core Fixed Income team, talk about opportunities and risks in U.S. securitized markets and why fixed income is the top opportunity listed in Allspring’s recently published 2024 investment outlook. https://www.allspringglobal.com/globalassets/assets/audio/ottd/ottd_20231220.mp3   Jarad Vasquez: I’m Jarad Vasquez, senior portfolio manager and co-head of the Core Fixed Income team here at Allspring Global Investments. I’m with ..read more

As expected, the Federal Open Market Committee (FOMC) decided to keep its key interest rate, the federal funds rate, unchanged at 5.25%–5.50%. We believe lower-than-expected price data and the labor market’s gradual weakening mean we’ve probably seen the last of interest rate hikes. Despite the good news on inflation, the Federal Reserve’s (Fed’s) rhetoric will likely remain careful to avoid sounding too dovish too soon. Any resurgence in price pressures due to loose monetary policy would harm the Fed’s credibility. While core inflation has fallen further since the Fed’s November meeting, it’s ..read more

As expected, the Federal Open Market Committee (FOMC) decided to keep its key interest rate, the federal funds rate, unchanged at 5.25%–5.50%. Despite the recent resurgence in inflation, the medium-term outlook points to a gradually cooling economy and further decline in core inflation. That said, continued hawkish rhetoric is likely. Inflation still runs double the 2.0% target level, and the labor market remains tight. Third quarter growth data have been very strong, though we’re unlikely to see a repeat of that in the fourth quarter. While manufacturing and service sector indexes have stabil ..read more

To celebrate Allspring’s second anniversary, Joe Sullivan, chief executive officer, and Kelly Vives, chief marketing officer, discuss where Allspring started, where it’s been, and where it’s headed in 2024 and beyond. https://blogs.allspringglobal.com/wp-content/uploads/2023/11/POD_ottd_20231101_FINAL.mp3   Joe Sullivan: It’s really quite a remarkable story that not many, if anyone else, in the industry can tell. And I think that’s exciting. Kelly Vives: That’s Joe Sullivan, CEO of Allspring. And I’m Kelly Vives, chief marketing officer, and you’re listening to On The Trading Desk®. Allsp ..read more