Allspring: SpringTalk

A risk-on rally fueled by AI and earnings strength set the tone, but elevated expectations and macro uncertainty may shape a more volatile path ahead. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These fir...

A risk-on rally fueled by AI and earnings strength set the tone, but elevated expectations and macro uncertainty may shape a more volatile path ahead. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These fir...

It seems like everyone wants to talk about space right now. But Allspring’s Head of Municipal Fixed Income, Nick Venditti, would rather talk about the roads, hospitals, and water systems that keep our world running—and the municipal bonds behind them. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indir...

It seems like everyone wants to talk about space right now. But Allspring’s Head of Municipal Fixed Income, Nick Venditti, would rather talk about the roads, hospitals, and water systems that keep our world running—and the municipal bonds behind them. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indir...

Every year, markets start with a crowded field of competing themes. Back in January, many looked like contenders, but now that we’re halfway through 2026, which ones have advanced to the next round? Find out in our world markets Midyear Outlook. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly...

Every year, markets start with a crowded field of competing themes. Back in January, many looked like contenders, but now that we’re halfway through 2026, which ones have advanced to the next round? Find out in our world markets Midyear Outlook. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly...

Despite heightened geopolitical volatility, emerging markets remain undervalued and under-owned, with long term structural tailwinds creating compelling opportunities for active investors. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reve...

Despite heightened geopolitical volatility, emerging markets remain undervalued and under-owned, with long term structural tailwinds creating compelling opportunities for active investors. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reve...

Janet Rilling reviews the dynamic market shifts of Q1, strategies for navigating Q2, and her team’s disciplined approach to managing through volatility. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These f...

Janet Rilling reviews the dynamic market shifts of Q1, strategies for navigating Q2, and her team’s disciplined approach to managing through volatility. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These f...

Alison Shimada highlights emerging markets' resilience, global importance, and investment opportunities amid geopolitical challenges. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but ar...

Alison Shimada highlights emerging markets' resilience, global importance, and investment opportunities amid geopolitical challenges. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but ar...

John Campbell reviews Q1 volatility, emphasizing risk management and strategic focus amid uncertainty. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Glob...

John Campbell reviews Q1 volatility, emphasizing risk management and strategic focus amid uncertainty. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Glob...

As passive investing dominates market flows, John Campbell, head of Systematic Core Equity at Allspring Global Investments, examines the risks of peak passive concentration and the case for broader diversification. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio comp...

As passive investing dominates market flows, John Campbell, head of Systematic Core Equity at Allspring Global Investments, examines the risks of peak passive concentration and the case for broader diversification. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio comp...

Uncover why retirees are choosing high-tax states over tax havens and how municipal bonds could be their secret weapon to financial security. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms includ...

Uncover why retirees are choosing high-tax states over tax havens and how municipal bonds could be their secret weapon to financial security. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms includ...

John Campbell reviews 2025's market performance, highlights elevated factor risks, and emphasizes a multidimensional approach to risk management and diversification for 2026. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital...

John Campbell reviews 2025's market performance, highlights elevated factor risks, and emphasizes a multidimensional approach to risk management and diversification for 2026. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital...

Nick Venditti gives a recap of 2025's municipal bond market before diving right into 2026. He calls for investors to consider longer-maturity municipal bonds and look to active management. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reve...

Nick Venditti gives a recap of 2025's municipal bond market before diving right into 2026. He calls for investors to consider longer-maturity municipal bonds and look to active management. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reve...

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. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR...

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. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR...

Allspring PMs keep their fingers on the pulse of the markets—and their selfie cameras—going into 2026. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Glob...