Insight
Never Stop Learning: A Midyear Update from Allspring’s Chief Investment Officers
Jon Baranko and Dan Morris, Allspring’s chief investment officers, describe their insights from the first half of 2023 and share their outlook for investing in the second half of the year.
Key takeaways
- To pursue portfolio growth today, investors can lean more heavily on dividends, coupons, and cash income.
- Companies demonstrating quality—with strong balance sheets, ample free cash flows, and largely self-funded operations—have been rewarded by markets.
- The ability to differentiate between winners and losers through fundamental and quantitative methods can provide opportunities to generate alpha.
- The role of diversification within portfolios and across asset classes has never been more important in today’s challenging market environment.