Insight
Listening 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.
Key takeaways
- Companies that mine high-quality data can use that information to make better-informed decisions that drive their businesses forward.
- Narrowing a search for these Companies to industries ahead of others in deploying data analytics can make it easier to focus attention on each company’s potential.
- We share key questions Allspring considers important to assess when determining whether a company has a data advantage over its competitors.
Published insights
We discuss two risks investors face: 1) the increased risk in strategies mirroring the S&P 500 as just a few holdings drive its results, and 2) the huge wall of corporate debt maturing in 2025–2029 that will need renewal at much higher rates.
The Special Global Equity team identifies three current market conditions, including U.S. large cap concentration, high but falling inflation, and attractive small-cap stock valuations, and explores why they may signal a comeback for global small-cap stocks.