In this special episode, Ron Cohen, head of DCIO (Defined Contribution Investment Only), speaks with Jamie Greenleaf, senior vice president for OneDigital’s Retirement + Wealth. Their conversation centers around one main question: Where are the retirement income solutions in defined contribution plans today and going forward?
The world is currently facing a multitude of troubles. Inflation is running hot, recession is looming on the horizon, there is a war in Europe and tensions in Asia, and there are serious concerns of a banking crisis. Uncertainty and anxiety are heightened, leaving investors to wonder what the future holds and how they can protect their portfolios.
George Bory, chief fixed income strategist, and Henri Proutt, portfolio specialist for the Global Liquidity Solutions team at Allspring, discuss the topics of riding the curve and isolating income across the fixed income landscape.
The banking sector, current markets, and long-term opportunities in growth stocks are topics of discussion between Tom Ognar, senior portfolio manager and managing director of the Dynamic Growth Equity team, and Jon Lagerstedt, director of Internal Sales at Allspring.
Most market commentators talk about the U.S. Treasury yield-curve steepness in the context of the short end: T-bill yield versus the 2-year Treasury yield. But given that U.S. pension plans have approximately 80% of their liability risk associated with yields beyond 10 years, a more important metric is the 10-year Treasury yield versus the 30-year Treasury yield (below).
This episode features a conversation between Manju Boraiah, head of Systematic Fixed Income and Custom SMA (separately managed accounts) at Allspring, and Sean Burke, head of the Remi Specialist Group, on the topic of megatrends and, specifically, the megatrend of the massive generational wealth transfer over the next two decades.
The Federal Open Market Committee hiked rates by 25 basis points (bps) and kept its quantitative tightening plans in place. It did acknowledge that financial conditions have tightened and progress has been made on inflation.
At Allspring, we’re committed to being purposefully divergent. Our investment professionals are free to voice their own views, and their perspectives enable us to more holistically “see” both potential opportunities and risks.
In response to the tumultuous month for the banking sector, Randy Mangelsen and John Hockers, co-heads of Investment Analytics at Allspring, discuss the recent bank failings and the risk analysis tools they use to navigate the situation.
2022 left investors scrambling to preserve capital and find alternative sources of return. Both equities and bonds across the globe suffered in the high inflation and rising interest rate environment. The S&P 500 Index ended the year at -18.1%, the MSCI EAFE Index ended at -14.5%, and the Bloomberg Aggregate Bond (US Agg) Index ended at -13.0%.