In the fourth episode of Allspring’s 2023 outlook series, the topic of conversation is how our climate is increasingly influencing societies and markets and the potential implications of that. Tom Lyons, head of Climate Investment Research, and Nashat Moin, senior ESG (environmental, social, and governance) analyst on the Global Fixed Income Research team discuss this with Jamie Newton, head of Global Fixed Income Research for Allspring.
In the third episode of Allspring’s 2023 outlook series, Brian Jacobsen, senior investment strategist, and Matthias Scheiber, head of Systematic Edge Multi-Asset for Allspring Global Investments, discuss the five dimensions to purposefully refining portfolio construction after a year when traditional balanced portfolios got battered.
In the second episode of Allspring’s 2023 outlook series, George Bory, chief fixed income strategist, and Katie D’Angelo, global head of Relationship Management at Allspring, discuss the opportunities across the global fixed income landscape.
In the first episode of Allspring’s 2023 outlook series, Ann Miletti, chief diversity officer and head of Active Equity, and Bryant VanCronkhite, managing director, senior portfolio manager, and co-team leader of Allspring’s Special Global Equity team at Allspring Global Investments, recap a volatile 2022 for equity markets, share their outlook for the new year, and discuss why they believe Allspring’s investment teams are well positioned for 2023.
In part 2 of a 2-part series, Sean Fullerton, senior DC (defined contribution) investment strategist at Allspring Global Investments, and Philip Chao, founder and chief investment officer at Experiential Wealth, take a deep dive into the topic of social security and its history, its challenges, and its opportunities.
In part 1 of a 2-part series, Sean Fullerton, senior defined contribution investment strategist at Allspring Global Investments, speaks with Philip Chao, founder and chief investment officer at Experiential Wealth, about what success looks like for defined contribution, or DC, plans and if “success” is even the word we should be using to think about it.
The systemic impact of increased illiquid asset holdings in times of market stress is a sleeping dragon that, once awoken, could create havoc on liquid and illiquid portfolios. Trevor Lavin, head of Allspring’s Institutional Client Group in the Western region, discusses this with Kevin Kneafsey, senior investment strategist with the Multi-Asset Solutions team.
For some Federal Open Market Committee (FOMC) meetings, the result seems obvious ahead of time to just about everyone. This was one of them. When the result is obvious, the market shouldn’t react much because there’s little room for a surprise to push prices around. But this time, the market did react. Why? It’s simple: The FOMC is splintering into factions, and that makes the outcomes from future meetings much less obvious.
Doug Basile, senior portfolio specialist for the Select Equity team at Allspring Global Investments, is joined by colleagues Garth Newport, portfolio manager, and Joe Bachmann, senior research analyst and real estate sector head, as they discuss real estate investment trusts, or REITs, and the merits of owning them—particularly in the current market backdrop. This discussion is a follow-up to their recent blog post.
Sean Burke, head of the Remi Specialist team at Allspring, speaks with Nick Venditti, senior portfolio manager and head of the Municipal Fixed Income team, and Kim Nakahara, senior research analyst and portfolio manager for the Municipal Fixed Income team, about why now is a great time for investors to consider municipals.