Episodi

  • Quarterly Update: Higher Rates and Investment Factors

    Quarterly Update: Higher Rates and Investment Factors
    Oct 15 2026
    Rising Treasury yields were the top story for Q3, leading to volatile trading and changing leadership among investment factors. Looking ahead to Q4, John Campbell discusses his outlook and important market segments to watch to close out 2026.

    Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

    This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-09252026-vzwyedii
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    5 min
  • Quarterly Review: Income Matters More

    Quarterly Review: Income Matters More
    Oct 5 2026
    Nick Venditti explains why today’s attractive municipal bond yields can help investors stay focused on real-world financial goals while navigating a volatile and uncertain market.

    Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

    This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-09252026-khifv3ry
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    4 min
  • Quarterly review: Volatility Creates Opportunity

    Quarterly review: Volatility Creates Opportunity
    Oct 1 2026
    Noah Wise reviews a volatile quarter across global bond markets and explains why higher yields, selective opportunities, and a flexible approach may create attractive conditions for fixed income investors heading into year-end.

    Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

    This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-09252026-5uzitf0m
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    5 min
  • Keeping It Real: AI, Inflation, and the Search for Returns

    Keeping It Real: AI, Inflation, and the Search for Returns
    Sep 8 2026
    In a market shaped by Fed uncertainty, a growing AI build out and geopolitical tensions, investors are increasingly looking for real returns that can exceed inflation. We believe an active, diversified approach that stretches across asset classes is the best way to pursue that outcome.

    Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

    This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-08312026-n7kjgkb5
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    17 min
  • Thinking Emerging Markets? Think Small.

    Thinking Emerging Markets? Think Small.
    Jul 16 2026
    As global investors look to broaden their opportunity set, emerging markets small caps may offer a differentiated path to growth, diversification, and active management alpha.

    Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

    This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-07012026-vn8p6nlb
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    21 min
  • Big Gains, Bigger Questions: Systematic Core Equity Team Quarterly Recap

    Big Gains, Bigger Questions: Systematic Core Equity Team Quarterly Recap
    Jul 7 2026
    A risk-on rally fueled by AI and earnings strength set the tone, but elevated expectations and macro uncertainty may shape a more volatile path ahead.

    Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

    This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-06092026-qu26cwe2
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    5 min
  • Forget Space. Let's Talk Infrastructure: Municipal Bond Market Quarterly Review

    Forget Space. Let's Talk Infrastructure: Municipal Bond Market Quarterly Review
    Jul 1 2026
    It seems like everyone wants to talk about space right now. But Allspring’s Head of Municipal Fixed Income, Nick Venditti, would rather talk about the roads, hospitals, and water systems that keep our world running—and the municipal bonds behind them.

    Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

    This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-06082026-is6eixey
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    4 min
  • World Markets: From Group Stage to Knockout

    World Markets: From Group Stage to Knockout
    Jun 15 2026
    Every year, markets start with a crowded field of competing themes. Back in January, many looked like contenders, but now that we’re halfway through 2026, which ones have advanced to the next round? Find out in our world markets Midyear Outlook.

    Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

    This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-06112026-byw9nwmb
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    14 min