More Than a Number: Using Portfolio Construction to Lower Risk

According to Derrick Irwin, senior portfolio manager and co-head of Allspring’s Intrinsic Emerging Markets Equity team, there’s potential for a sea of change in how investors allocate to emerging market equities.

Bryant VanCronkhite and John Ognar recap Q3 market trends—the shift from a "grab-it-all" low-quality rally to a focus on high-quality investments, the expanding opportunities in AI, and what to expect in Q4.

Alison Shimada and Derrick Irwin discuss why now presents a pivotal time for investors looking at the asset class. Discover the shifting global dynamics and themes shaping the future of emerging markets (EMs) from two different perspectives.

The global landscape is shifting, and structural tailwinds are lifting emerging market (EM) equities. Investors capitalizing on these trends could benefit from transformative growth opportunities for years to come.

Allspring experts explore the evolving role of dividends, debating their value as a source of stability, a tool for discipline, and their impact on flexibility in today's market.

Hyperscalers are investing in artificial intelligence (AI) and infrastructure to drive innovation while navigating challenges—balancing short-term demands with long-term growth opportunities.

Mike Smith is a senior portfolio manager and head of Allspring’s Growth Equity team. His team’s diversified approach focuses on stocks with robust, sustainable, and underappreciated growth across the market-cap spectrum.

Bryant VanCronkhite is a senior portfolio manager and co-head of Allspring’s Special Global Equity team. The team looks for market inefficiencies using a CPA’s knowledge and approach to analyzing financial statements.

Read the latest update from the Rising Dividend Equity team to discover what sets dividend growers apart and how they may offer a compelling allocation opportunity for investors.

Allspring equity portfolio managers Bryant VanCronkhite, Alison Shimada, and Mike Smith sit down to explore current market conditions, economic uncertainties, and potential investment strategies for 2025. They break down the unique challenges and opportunities in current equity markets and the importance of active management and resilience during times of volatility.

Alison Shimada, head of Allspring’s Total Emerging Markets Equity team, brings deep and broad perspective to managing emerging market equities. She’s bullish on many opportunities across these markets—starting with technology.

Investors face uncertainty around U.S. presidential elections, driving market volatility. How might companies be affected? Have elections affected equity returns long term? Allspring’s Ann Miletti provides perspective.

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.