Insight
Allview: Market Risk Monitor
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes could potentially influence investment portfolios.
Authors
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Investment Analytics Team
8/12/2025
4 min read
Topic
Risk Management
Key takeaways
- The potential for a tariff-driven spike in U.S. inflation continues as our #1 risk, followed by the possibility of a global recession, which remains at #2.
- Two risks moved up in our list this month—the potential for Russian military conflict with NATO and U.S. stock market rotation.
- The potential for expansion of Chinese control in the South and East China Seas moved lower in this month’s list.