Content (108)
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White papersAllview: Market Risk Monitor - December 2023
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes have the potential to influence investment portfolios.
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White papersFOMC on Hold — Rate Cuts by May 2024?
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%.
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White papersCan You Protect the Environment and Your Yield?
Reducing carbon intensity doesn’t mean sacrificing yields. Issue selection in high-emitting sectors can help insurers stay on track with their liabilities.
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White papersPM Spotlight: The Upside of Volatility
Maulik Bhansali, Portfolio Manager, co-manages Allspring’s Core Fixed Income team. Read about how he and the team focus on security selection to drive alpha—especially as volatility rises.
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White papersDon’t Wait for Goldilocks
Yield curves have steepened and the opportunity cost of waiting for a “Goldilocks moment” to add duration has risen. Learn why diversifying across duration exposures, or “riding the curve” offers a compelling solution.
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White papersWill Markets Do the Fed’s Job of Tightening Financial Conditions?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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White papersListening for the Quiet: Discovering the Real Data Advantage
Taking time to sort through all the noise around artificial intelligence (AI) can uncover the quiet: promising companies with strong potential to benefit from their access to quality data.
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White papersAre Higher Fixed Income Allocations Warranted Today?
In this note, we compare the equity/fixed income efficient frontier of today with that of 2021. We find that higher bond allocations may help investors pursue long-term return objectives with lower risk.
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White papersIs more monetary tightening really needed?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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PodcastBeyond China: The Emerging Markets Opportunity
What do emerging markets look like without China? Derrick Irwin and Joseph Dore discuss the emergence of EM (emerging markets) equity ex China.
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White papersPM Perspectives: Global Equity Enhanced Income
Eddie Cheng, Vince Fioramonti, and Megan Miller manage components of Allspring’s Global Equity Enhanced Income (GEEI) strategy. Here they discuss how GEEI addresses the equity income tug-of-war.
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PodcastRiding the Curve: A Sprint or a Marathon?
Recorded on August 23, 2023, this conversation centers on the parallels between the world of running and how investors might consider positioning themselves across the yield curve today to run a successful race. Danny Sarnowski, portfolio specialist for the Plus Fixed Income team with Allspring Global Investments, and Abby Becker, consultant relations associate manager, share their thoughts.
