Allspring Global Investments

Almost half of the world’s population will participate in over 70 different major elections this year. Learn more about the potential impact on bond markets. https://allsprg.co/4c1ceR9 #FixedIncome #podcast

The unprecedented events from the past three weeks have many investors wondering what to do. Get our take on recent events here: https://allsprg.co/4dbwbp9

George Bory sat down with Gregg Greenberg from InvestmentNews to talk about the timing of rate cuts, the value of adding duration to a portfolio, and risks in the bond market. Watch now.

Curious about life at Allspring? Follow our Instagram account for a look at culture, team events, and more. Join us at https://allsprg.co/4dq6G3N. #WeAreAllspring

Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes have the potential to influence investment portfolios. Read their latest report now. https://allsprg.co/3QmFHgr

Here are 3 current market conditions that may signal a comeback for global #SmallCap #stocks. https://allsprg.co/3QNhNus #equities

As a follow up to my post last week highlighting the small cap market rotation, the market continues to broaden out the rally. An observation from the Allspring Investment Analytics team: when the market cap of the largest mega cap stocks is each individually larger than the entire market cap of the Russell 2000 Index, this is the type of catch-up trade that can occur in small cap stocks. The top three mega cap stocks each had a market cap of over $3 trillion as of the end of June, which was larger than the aggregate market cap of the entire small cap index ($2.5 trillion). The rate sensitivity of small cap stocks kicked off this rally, with the perception that interest rates have peaked with inflation friendly CPI data released last week. Since the end of June, the Russell 2000 Index has rallied approximately 10.6%, which is one of the most significant periods of outperformance relative to the Russell 1000 Index in the last 25 years. The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. It is a subset of the Russell 3000® Index and includes approximately 2,000 of the smallest securities based on a combination of their market capitalization and current index membership. You cannot invest directly in an index.

Henrietta Pacquement believes a September cut is fully priced into the market. Find out why in this clip. https://allsprg.co/3WonKBe

Markets may not be pricing in the profound impact of higher-for-longer interest rates. Here are things you need to consider. https://allsprg.co/3yGzOo7

How do you know when it’s the right time to buy #FixedIncome? You don’t. But Janet Rilling has some suggestions to help investors position their portfolios. Learn more in this Bloomberg interview. https://allsprg.co/3W2h6PT #RidingTheCurve