Alison Shimada Featured in Barron’s
Alison Shimada, head of Allspring’s Total Emerging Markets Equity team, was recently profiled by Barron’s. She sees compelling value in emerging markets, even ahead of rate cuts or weakening of the U.S. dollar.
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Key takeaways
- After more than a decade of underperformance, emerging market stocks may offer good value, making it an opportune time for investors to take a new look at the asset class.
- Her portfolio team typically seeks out opportunities among mid- and large-cap companies with sustainability of dividends and buybacks as well as consistent earnings.
- Many companies in China, some Middle East countries, and others have been returning capital to investors in the form of buybacks, dividends, and other payouts.
- Alison is cautiously optimistic about China–U.S. relations, interested in well-priced opportunities in India, and sees competitive fintech and aerospace firms in Brazil.
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