Allview: Market Risk Monitor

Nick Venditti, senior portfolio manager for the Municipal Fixed Income team, is not your average muni guy. Despite all the market noise, he’s a staunch believer in the power of municipal bonds to continue to add value to a diversified portfolio.

Alison Shimada, head of Allspring’s Total Emerging Markets Equity team, brings deep and broad perspective to managing emerging market equities. She’s bullish on many opportunities across these markets—starting with technology.

Our sustainable investing outlook focuses on three themes: nuclear energy, extreme weather, and water dependency. What are the opportunities and challenges likely to affect firms’ competitiveness over the long term?

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

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.

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.