Brian Jacobsen provides perspective on this week’s key topics, including the Fed’s 75-basis-point hike in the federal funds rate—plus, his thoughts on what the week ahead may hold. Here’s his report for the week of June 11–17, 2022.
On Wednesday, June 15, the Federal Open Market Committee (FOMC) raised the federal funds rate by 75 basis points (bps; 100 bps equal 1.00%) to a new range of 1.50%‒1.75% by a vote of 10-1—an outcome that was very far from consensus as recently as Friday, June 10.
Ann Miletti, head of Active Equity and chief diversity officer for Allspring, and Sonya Rorie, deputy chief diversity officer, share their ideas and plans for Allspring’s newly formed Office of Diversity and reflect on the upcoming Juneteenth holiday.
Brian Jacobsen, Janet Rilling, and Jeff Weaver provide perspective on the U.S. economy—and key indicators we monitor to gauge the potential for a recession—as we look ahead to the FOMC announcement on June 15, 2022.
Brian Jacobsen provides perspective on the Russia-Ukraine war and other key topics of the current week—plus, his thoughts about what the week ahead may hold. Here’s his report for the week of May 28–June 3, 2022. Plus: There’s a recap of May’s key events.
Tom Lyons, senior investment analyst and head of Allspring’s Climate Investment Research team, and Andy Hunt, head of Fixed Income Solutions, discuss climate change and how to navigate the current challenges and opportunities in climate transition investing, especially for fixed income investors.
Brian Jacobsen provides perspective on the Russia-Ukraine war and other key topics of the current week—plus, his thoughts about what the week ahead may hold. Here’s his report for the week of May 21–27, 2022.
You think that because you understand “one” that you must therefore understand “two” because one and one make two. But you forget that you must also understand “and.”
— Donella Meadows, Thinking in Systems, 1990
Discussing how investors should be thinking about high-yield fixed income in light of today’s global growth, rates, and inflation environment are Jens VanBrabant, senior portfolio manager and head of European High Yield; Mike Schueller, senior portfolio manager, U.S. High Yield; and Brian Jacobsen, senior investment strategist, with Allspring Global Investments.
Bob Gruendyke, senior portfolio manager for Allspring’s Dynamic Growth Equity team, analyzes the current market environment for growth stocks and the impact of extremely high concentration in just a handful of mega-cap growth stocks.