Equity Investment Strategies
In pursuit of elevated outcomes
When solving for your portfolio's equity needs, our independent equity teams have the freedom to think differently, be contrarian, search for alpha, and use bespoke/tailored risk management approaches. Each team conducts proprietary research and develops strategies in their areas of expertise.
Our equity teams pursue investment opportunities around the globe to deliver return and manage risk. Whether you are exploring opportunities within a given equity market segment or looking to target a specific portfolio outcome, we offer strategies that can help you pursue your objectives.
Diverse solutions require diverse points of view
Explore the latest equity investment insights
John Campbell reviews Q1 volatility, emphasizing risk management and strategic focus amid uncertainty.
Alison Shimada highlights emerging markets' resilience, global importance, and investment opportunities amid geopolitical challenges.
Elaine Tse is a senior portfolio manager on Allspring’s Total Emerging Markets Equity team. She brings deep understanding and lived experience to building and managing resilient emerging market (EM) portfolios.
Ann Miletti highlights the critical role of active management in navigating equity markets, emphasizing the importance of focusing on company fundamentals amid market concentration and macro-driven trends.
Michael Bradshaw, senior portfolio manager and head of Precious Metals for Allspring, has deep experience in precious metals—starting in the gold mines of northern Ontario. That adds a real advantage, especially as complexity or risk rises.
John Campbell reviews 2025's market performance, highlights elevated factor risks, and emphasizes a multidimensional approach to risk management and diversification for 2026.
Bryant VanCronkhite highlights the evolving AI landscape, a shift in small-cap market dynamics, and the potential for a massive multi-industry upgrade cycle driving economic and market growth in 2026.
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.
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.
*Sources: Allspring and affiliates, as of March 31, 2026. The assets under advisement (AUA) figures includes discretionary and non-discretionary assets and have been adjusted to eliminate any duplication of reporting among assets directed by multiple investment teams and includes $80B managed by Galliard Capital Management ($59B stable value; $21B fixed income).
Diversification does not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
Not all products are available in all regions.
Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments. Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions. Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies. Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates. Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to the investment manager’s Form ADV Part 2, which is available upon request.