Equity Market Risks and Opportunities: Four Independent Views

Key takeaways

• This paper highlights the independent views of market risks and opportunities from four of Allspring’s equity teams.
• In value equities, the Special Global Equity team believes that fundamentals are reasserting their role in driving return dispersion, presenting opportunities for selection.
• In growth equities, the Discovery Growth Equity team believes that companies with secular earnings drivers can grow through a downturn.
• In emerging markets, the Total Emerging Markets Equity team believes that unique dynamics among various emerging economies present attractive diversification benefits.
• The Systematic Edge Equity team believes that liquid alternative strategies can seek attractive returns with low exposure to factors that drive traditional equity categories.