Podcasts about allspring global investments

Karl Mills, partner at Cerity Partners, says investors have survived all kinds of events that seem as bad or worse than anything they are facing now, which is a reason to "stay along for the ride," even if that means moving to the slow lane — where he is positioned now — and being moderately defensive. Mills says he looks at current events "like friction," in that the "don't  prevent things from happen, but they make it harder for things to happen" by slowing growth, raising prices and cutting into sales, which will dampen market results while they play out. Mills notes that domestic market valuations remain high, international markets are priced more attractively and also benefit from the low expectations investors have of how foreign investments will turn out amid ongoing tariff questions.George Bory, chief investment strategist for fixed income at Allspring Global Investments, discusses the potential short- and long-term outcomes resulting from last Friday's downgrade of the United States' credit rating by Moody's. While the downgrade implies that the U.S. is a bigger credit risk than it seemed — which could make some investors expect higher interest payments to buy government bonds — Bory notes that this move was largely expected and is more a warning of potential future problems than a concern for current fixed-income investors. Plus, Tim Koller, co-author, "Valuation: Measuring and Managing the Value of Companies" discusses how current conditions — much like Covid times — are changing long-term business-valuation prospects for companies.

George Bory, chief investment strategist for fixed income at Allspring Global Investments, says "We are in the midst of a stagflationary environment that's likely to last three to six months," with the question remaining whether a recession will follow. He does now think that recession is likely, though changes to trade and monetary policy could stave it off. Bory also discusses how and why the bond market and Treasury yields are having more impact on the government's tariff policy than the wide stock market swings that have been capturing the headlines. Alex Coffey, senior trading strategist at Charles Schwab, says that current levels of volatility make it so that he's not looking out long-term, focusing instead "on, maybe, where we are going to be next week," noting that the wide daily trading ranges of the market — where there are sometimes a month or quarter's worth of movement in a single day — render long-term views too muddy to be valuable. In the Market Call, Jonathan Smucker, portfolio manager at Marietta Investment Partners, says his top-down macro view suggests investors need to "buckle up" for a lengthy trade and tariff war, but then he talks about the temes and the bottoms-up fundamentals that are pointing him to invest in certain industries now.

In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why it is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data centres and other digital assets. Enjoy the Show! Overview of Podcast with Jamie Newton: 02:00 I was not going to spend 16 weeks looking through a microscope 04:00 I grew up in the go-go days of the internet 05:30 Is 2025 the year of Riding the Curve? 08:00 US Economy: ‘All in, we're okay' 09:00 Will we ever see 19pc mortgage rates again? Highly unlikely 11:00 Recession: I think the risk has increased a little bit 12:30 Do leading indicators lag too much in today's fast moving world? 13:30 We like ABS in general, especially in USD assets 15:00 FI opportunities in data centres and fiber assets 17:00 Concentration is not so much an issue, as there is a limit to upside in FI 20:00 Artificial intelligence and fixed income 21:30 Popularity of Private credit 22:30 Lack of experience with defaults is absolutely a concern 26:30 Green bonds 28:00 Thoughts on the Australian market

George Bory, chief investment strategist for fixed income at Allspring Global Investments, says that 'the soft landing was earlier this year,' and now the Federal Reserve is trying to "prevent a recession in an otherwise fairly healthy but unevenly distributed economy." Bory notes that central bankers typically cut interest rates to stimulate a slowing economy, but that's not the case currently in the United States, where he says the Fed is trying to bring rates down more in line with inflation, and that has changed the shape of the yield curve, dropping short-term rates but making it that long-term rates — including mortgage rates — aren't likely to fall by much even with additional rate cuts. Todd Rosenbluth, head of research at VettaFi picks a market-index fund with an options overlay — an ETF that's delivering yields of roughly 9 percent — as his "ETF of the Week." Thomas Cole, co-founder of Distillate Capital — a firm that makes "stability" a prime factor in its investment methodology — brings his numbers-oriented value-investing approach to the Money Life Market Call.

Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, expects the Standard & Poor's 500 should hit 6,000 by mid-2025, but he acknowledges that those gains might surprise him by coming early, turning 2024 potentially into a "super year," which would turn 2025 into a less-stellar environment. Either way, he expects the market to take a brief breather before a potential rebound for the end of the year carrying the market into the new year. Matt Zajechowski, research analyst at Northstar Inbound, discusses a survey the group did for JeffBet on the most expensive concerts in terms of ticket price per minutes the act typically plays. Chuck answers a listener's question following up on  a recent interview that looked at certificates of deposit rates and how investors might play CDs now that rate-cutting has started, and Paige Henderson, senior portfolio manager on the Resilient Global Equity team at Allspring Global Investments, talks about playing defense now, before the market makes conditions more tenuous.

Beijing's latest round of economic stimulus includes a slew of measures to reignite demand and aid in the repair of household balance sheets. So far, the announcements are bold and appear forceful, and they have sparked a surge in risk markets sensitive to Chinese demand. But will words be matched by action and will the latest efforts to kick-start the Chinese economy be effective? This week, Yuting Shao from our Strategy Team in Hong Kong and Lauren Van Biljon, an emerging markets investor from Allspring Global Investments, join the podcast, unpacking what actions have been taken, which have the highest likelihood of success and where it leaves Chinese and emerging market assets over the long term.See omnystudio.com/listener for privacy information.

Noah Wise, senior portfolio manager at Allspring Global Investments — in one of two interviews focused around Wednesday's Federal Reserve announcement that rate cuts are nearly certain to start next month — says that the economic data has been so strong that it has become "a no-brainer" to cut, which is the ideal situation for making a move in a politically charged environment with a presidential election in sight. He expects the Fed to keep cutting so long as the data keeps moving in the right directions, which positions the current trend to carry well into 2025 without anything worse than a soft landing to disrupt the market. Also discussing the Fed's Wednesday announcement is Dominique Lapointe, director of macro strategy at Manulife Investment Management, who thinks that rate cuts will be a positive but that even if they extend into next year they won't be enough to stop a slow down in the U.S. economy, instead softening the blow of a downturn and blunting its impact when it finally hits. Plus, Todd Rosenbluth, head of research at VettaFi, makes an international fund his ETf of the Week and Simon Lack of SL Advisors and the Pacer American Energy Independence ETF talks energy investing in the Market Call.

Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments, says investors have pushed the Federal Reserve into a box, to where central bankers will now be cutting rates into an environment of rising unemployment and slowing gross domestic product growth. Historically, he notes, the stock market fears those conditions rather than rewarding it, which means the market will be sorting out that problem through higher volatility while it waits for more certainty from the economy. VanCronkhite says investors should build protection into their portfolios by owning businesses with great balance sheets, moving away from the Magnificent 7 stocks -- which he says will stop moving as a group -- to take advantage of the economic strength that should result in better long-term results once the market digests the Fed's eventual moves sometime in 2025. David Trainer, president at New Constructs, revisists DoorDash in The Danger Zone, noting that the stock's recent rally is the market betting that it can get better financing and last longer, even though he believes the company remains a zombie stock that will run out of cash in two years time. In the Market Call, Jay Woods, chief global strategist at Freedom Capital Markets, talks about his approach to this market, which is heavy on technicals and using stops to buy issues where the trend is turning while getting out of stocks that are moving against the tide.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk's quick visit to China paying immediate dividends. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's iPad being hit by strict EU rules. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Pol Lezcano, BloombergBNEF Senior Associate, talks about the latest on new US tariffs on solar imports.  Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael Pachter, Entertainment Analyst at Wedbush Securities, discusses Netflix pivoting from a high-growth, low-profit business to a slow-growth, high-profit business. Bloomberg News Federal Reserve Reporter Catarina Saraiva talks about the Fed resetting the clock on rate cuts and questioning if rates are high enough. Bloomberg News Senior Editor Dimitra Kessenides and Francisco Veloso, Dean of INSEAD Business School, share their thoughts on the future of B-Schools. And we Drive to the Close with Janet Rilling, Head of the Plus Fixed Income Team at Allspring Global Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Featuring: Jenni Marsh, Bloomberg Team Leader for Greater China Eco-Gov, sits down with us in Hong Kong to discuss President Xi's meeting with top US CEOS. Margie Patel, Senior portfolio manager, Multi-Asset Solutions, Allspring Global Investments, joins us to discuss her perspective on global markets.  Joe Mathieu, Host of Bloomberg Balance of Power on Bloomberg Television and Radio, joins us to discuss the legacy of former US senator and vice presidential nominee. Plus, the latest on the collapse of the Key Bridge in Baltimore.  Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMarch 27th, 2024Featuring: Rich Clarida, former Vice Chair of the Federal Reserve, on the Fed's rate hike path and Fed credibility Margie Patel, Portfolio Manager at Allspring Global Investments, talks market outlook and chances of a correction in 2024 Marvin Loh, State Street Senior Global Macro Strategist, on equity outlook in the US and global markets and chances of a US recession Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Don't drift into your retirement. Design it. Join us in the next Design Your New Life in Retirement group program starting April 26. _____________________ Who knows more about whether or not you're ready to retire? Your financial advisor - or you? While you're diligently planning for your retirement and dreaming to retire happy, the retirement landscape keeps evolving around you. Let's take a look at what's happening in the world of retirement with Nate Miles of Allspring Global Investments. He joins us to the discuss key trends highlighted in their latest study on retirement, including happiness in retirement, retirement readiness, what retirees regret - and more. Nate Miles joins us from North Carolina. ___________________ Bio Nathaniel (Nate) Miles is head of Global Client Strategy at Allspring Global Investments. As the leader of this business, Nate leads a team of investment specialists centered on client-type expertise, which enables Allspring to be more relevant and impactful with clients. Client-type areas of expertise include Defined Contribution, Pension/LDI, Insurance, Liquidity, Foundations and Endowments, and Wealth. Nate joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from WisdomTree Asset Management, where he served as U.S. head of retirement solutions. In this capacity, he oversaw the creation and execution of marketing strategies and distribution for retirement business across all platforms. Prior to this, Nate worked as a managing director at State Street Global Advisors and as head of U.S. investment strategy with its defined contribution team, where he began his investment industry career in 2005. Nate earned a bachelor's degree in economics and financial management with honors from Wilfrid Laurier University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston. _________________________ For More on Nate Miles  The 21st annual Allspring Global Investments Retirement Survey: A Clear Vision of Retirement Allspring Global Investments _________________________ Podcast Episodes You May Like Life in Retirement: Expectations & Realities – Catherine Collinson Retire Happy – Dr. Catherine Sanderson _________________________ Wise Quotes  On Happiness in Retirement "The one thing that we found out every year is our study says and relates how happy retirees are. So that wasn't new, but we are trying to get to the why. And one of the things we found this year for the first time was that on average retirees could have their spending decline by 25% before it significantly impacted their happiness. So that was a bigger number than I expected, but was corroborated by the fact that when we asked them about their spending on things like their needs, wants and wishes, that only tallied up about 64% of total income. So those numbers actually jive together and I think are a nice story and a nice finding from this study." On Retirement Readiness "Advisors ranked their clients as 40% of them being generally ready for retirement. Near retirees were down below 40%. So there was actually a positive spread. I would say advisors believed them to be a little more prepared, but retirees were up around 77%, so clearly much happier. So overall we had advisors at about 50% of their client base being ready for retirement versus a total population of 64%. But that's really broken down between those two groups where the retirees were much more confident than near retirees." On Regrets "It was a little bit harder to find regrets because our retirees tend to be generally pretty happy. They don't tend to have much complaint about retirement. It is generally better than they expected.  One was the too early crowd. We saw some that retired before age 50, 38% suggested that it was too early. They wished they would've hung on and worked a little bit longer...

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, joins the program to discuss the latest news on Boeing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Brody Ford, Bloomberg Tech Reporter, joins to break down Oracle's third quarter earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's fourth quarter earnings.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.

 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola discusses why Berkshire Hathaway earnings power should remain intact given its diverse units that can offset pockets of weakness -- regardless of economic conditions. Bloomberg Businessweek Columnist Max Chafkin shares the details of his Businessweek story Musk's Las Vegas Tunnel Project Is Racking Up Safety Violations. Charles Henderson, Global Head of IBM's X-Force, talks about the firm's Threat Intelligence Index report on cybersecurity. And we Drive to the Close with Ann Miletti, Head of Active Equity at Allspring Global Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bernie Horn, long-time manager of Polaris Global Value, says that value stocks have outperformed growth stocks outside of the United States for several years and he expects the domestic markets to follow suit as central banks keep interest rates higher, creating positive real returns for fixed income and ending some of the bubbles caused in equity sectors caused by years of borrowings at interest rates near zero. While he expects the change to be global, Horn notes that he favors international stocks now because their valuations are more attractive. Todd Rosenbluth, head of research at VettaFi also goes international with his ETF of the Week, picking an emerging market fund that excludes China for investors who have been scared away by concerns over China's markets. Nate Miles, head of retirement at Allspring Global Investments discusses the firm's annual retirement survey, which showed that two-thirds of retirees and near-retirees think they are ready for retirement, but advisers think just 40 percent of their clientele is ready to make the leap. Plus, Dave Grossman, the founder of MilesTalk, discusses how to travel the world on loyalty points and frequent-flier miles and digs into the Capital One-Discovery merger and how it might change the points landscape for years.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council's Eurasia Center, shares his thoughts on the death of Alexey Navalny, the Russian lawyer and anti-corruption activist who became the most potent voice in opposition to President Vladimir Putin. Nate Miles, Head of Retirement at Allspring Global Investments, provides the details of the firm's Retirement Readiness Disconnect report. And we Drive to the Close with Sylvia Jablonski, CEO & CIO at Defiance ETFs. Hosts: Tim Stenovec and Emily Graffeo. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyThursday February 1st, 2024Featuring: Rebecca Patterson, Bretton Woods Committee board member, on markets Komal Sri Kumar, Sri-Kumar Global Strategies President, on the Fed Margie Patel, Senior PM at Allspring Global Investments, on markets Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Michael Pachter, Managing Director and Entertainment Analyst at Wedbush Securities, shares his thoughts on Netflix after the streaming-video company reported its best quarter of subscriber growth since the early days of the pandemic. Eurasia Group Chairman Cliff Kupchan discusses how the results of the New Hampshire primary could impact US risk. Katie Thomas, Head of the Kearney Consumer Institute, provides the details of the KCI Consumer Stress Index examining various factors impacting consumer sentiment. Bloomberg News Earnings Reporter Redd Brown and Ross Gerber, CEO at Geber Kawasaki Wealth Management, break news on Tesla earnings. And we Drive to the Close with Bryant VanCronkhite, Portfolio Manager at Allspring Global Investments . Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Join George Bory, CFA, chief investment strategist of Fixed Income at Allspring, and Nicholos Venditti, CFA, head of Allspring’s Municipal Fixed Income team, as they share thoughts on the current market environment and what to expect in 2024.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-01042024-vuxmuah6

Join George Bory, CFA, chief investment strategist of Fixed Income at Allspring, and Nicholos Venditti, CFA, head of Allspring’s Municipal Fixed Income team, as they share thoughts on the current market environment and what to expect in 2024.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-01042024-vuxmuah6

Mira Park, senior portfolio manager of the Investment Grade Income team at Allspring Global Investments, and Jarad Vasquez, senior portfolio manager and co-head of the Core Fixed Income team, talk about opportunities and risks in U.S. securitized markets and why fixed income is the top opportunity listed in Allspring’s recently published 2024 investment outlook.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-12182023-pfpkavq1

Allspring’s investment experts go head-to-head on whose 2023 midyear predictions were correct, whose weren’t, and what’s ahead for 2024. Frank Cooke, CFA, head of International Solutions for the Systematic Edge team; Danny Sarnowski, portfolio specialist for the Global Fixed Income and Plus Fixed Income teams; and Ozo Jaculewicz, associate portfolio manager and senior portfolio specialist for the Discovery Growth Equity team, discuss their views. A more complete discussion can be found in Allspring’s 2024 Investment Outlook: https://www.allspringglobal.com/campaigns/2024-outlook/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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-11302023-0yoeshcy

Allspring’s investment experts go head-to-head on whose 2023 midyear predictions were correct, whose weren’t, and what’s ahead for 2024. Frank Cooke, CFA, head of International Solutions for the Systematic Edge team; Danny Sarnowski, portfolio specialist for the Global Fixed Income and Plus Fixed Income teams; and Ozo Jaculewicz, associate portfolio manager and senior portfolio specialist for the Discovery Growth Equity team, discuss their views. A more complete discussion can be found in Allspring’s 2024 Investment Outlook: https://www.allspringglobal.com/campaigns/2024-outlook/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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-11302023-0yoeshcy

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins for a breakdown of economic data and outlook for a recession in the US. Huw van Steenis, Vice Chair and Partner at Oliver Wyman, joins to discuss his view on private credit and potential risks. Tom Ognar, Portfolio Manager at Allspring Global Investments, joins to talk about markets, sectors and stocks he likes, and investing strategies. Phil Zhou, CFO of ECARX Holdings Inc. (NASDAQ: ECX), joins to discuss the EV industry, economic pressures, and outlook for his firm. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Many people experience a “fork in the road” moment in their career. In Martha Delgado's case, a combination of education, luck, timing, valuable mentorship, and pursuit of the CFA charter have contributed to a successful pivot from analyst to business development and client relationship, serving clients globally. Martha is currently the head of business development for Allspring Global Investments, responsible for Australia, New Zealand, and Latin America. She previously served in senior sales and relationship management roles at Tortoise and State Street Global Advisors, while having experience early in her career as an equity research analyst. Martha earned a BS in Economics and International Affairs at Florida State and MBA at Emory. She is a CFA Charterholder as well. On today's podcast, Martha shares her personal and professional journey, interest in international business development, and the importance of career pivoting.

With the deadline looming for the U.S. government to pass a bill in order to avert a government shutdown, Jeff Weaver, head of Global Liquidity Solutions, and Henri Proutt, portfolio specialist for the Global Liquidity Solutions team, discuss what investors should and should not be concerned about, depending on the result. Jeff and Henri recorded this conversation on November 14, 2023.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-11152023-hwx7sqdt

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins to talk about the eco impact of a government shutdown, the balance of power in the Senate, and impact on the economy and legislation. Mick Mulroy, co-founder of the Lobo Institute, former CIA paramilitary officer, and marine, joins to discuss the latest on the war in Israel, the war in Ukraine, and 248 years of US Marines. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, joins to discuss the outlook for markets and the economy. Matt Miller and Guy Johnson interview Polestar CEO Thomas Ingenlath on the company's new models and outlook for EVs for our “What is Matt Miller Driving?” segment. Hosted by Matt Miller and Molly Smith.See omnystudio.com/listener for privacy information.

On this edition of Bloomberg Businessweek, hosts Paul Sweeney and Matt Miller speak with Daniel Barel, CEO of REE Automotive, Chris Heller, co-founder of Cordillera Investment Partners, Nicola Hancock, Managing Director of the Americas at AMS, Vinh Vuong, CEO at Garrison Fathom and Vuong Holdings, and Nick Venditti, Senior Fixed Income Portfolio Manager at Allspring Global Investments. Producers: Eric Mollo, Paul Brennan, Ariel Agami, Sara Livezey See omnystudio.com/listener for privacy information.

To celebrate Allspring’s second anniversary, Joe Sullivan, chief executive officer, and Kelly Vives, chief marketing officer, discuss where Allspring started, where it’s been, and where it’s headed in 2024 and beyond.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-10302023-f3xfcalj

Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab & Co, discusses finding opportunities outside the US. Chloe Berry, Head of Infrastructure Income Strategy at Brookfield Asset Management, shares her thoughts on the “3 Ds” of infrastructure; deglobalization, decarbonization and digitization. David Botset, Head of Equity Product Management at Schwab Asset Management, provides the details of Schwab's ETFs and Beyond study. Kevin Gordon, Senior Investment Strategist at Charles Schwab & Co, explains why the biggest risk for the market is its deteriorating breadth profile. Manju Boraiah, Head of Custom SMA Investments at Allspring Global Investments, makes the case for separately managed accounts as an investment vehicle. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

John Moninger, head of U.S. Distribution at Allspring, speaks with John Hockers, co-head of the Investment Analytics team, about the prominent global risks that are top of mind for him and his team and how these themes are being used for investment risk management across all of the Allspring investment teams.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-10232023-g0yywxms

Bloomberg Markets Anchor Alix Steel reports on Chevron agreeing to buy Hess for $53 billion, a deal aimed at boosting production growth as the US oil industry bets on an enduring future for fossil fuels. Ben Harburg, Managing Partner of MSA Capital and Bloomberg News Global Economy Reporter Enda Curran discuss the ins and outs of investing in China. Ed Price, Principal at Ergo, shares his thoughts on the Israel-Hamas war. And we Drive to the Close with Ann Miletti, Head of Active Equity at Allspring Global Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

With the Fed (Federal Reserve) signaling that they're done raising rates for the time being, Noah Wise, senior portfolio manager for Allspring’s Plus Fixed Income team, and George Bory, chief investment strategist for Allspring Fixed Income, discuss their views on the current interest rates situation and how investors might want to consider positioning their fixed income portfolios in this type of environment.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ALL-10092023-rvtd3wej

Phil Toews, CEO at Toews Asset Management, discusses his outlook for markets, defensiveness, and how he's playing the rest of 2023. Huw Roberts, Head of Analytics at Quant Insight, joins to talk about investing strategies, commodity markets, and what his models are signaling about a recession and soft landing. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Margie Patel, Senior Portoflio Manager at AllSpring Global Investments, joins to discuss markets and investing strategies. Bryan Fairbanks, CEO at TREX (NYSE: TREX), discussing homebuilding and business operations amid rise in cost of capital. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Manju Boraiah, head of Systematic Fixed Income and Custom Separately Managed Accounts (SMAs) at Allspring, explains to Sean Burke, head of the Remi Specialist Group, and our listeners why he thinks tax management is much more than just tax-loss harvesting.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-09222023-26lmxnmo

What do emerging markets look like without China? Derrick Irwin, portfolio manager with the Intrinsic Emerging Markets Equity team, and Joseph Dore, head of International Consultant Relations, discuss the emergence of EM (emerging markets) equity ex China. 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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-09182023-nynckckl

Recorded on August 23, 2023, this conversation centers on the parallels between the world of running and how investors might consider positioning themselves across the yield curve today to run a successful race. Danny Sarnowski, portfolio specialist for the Plus Fixed Income team with Allspring Global Investments, and Abby Becker, consultant relations associate manager, share their thoughts.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-08292023-txums6n3

Recorded on August 23, 2023, this conversation centers on the parallels between the world of running and how investors might consider positioning themselves across the yield curve today to run a successful race. Danny Sarnowski, portfolio specialist for the Plus Fixed Income team with Allspring Global Investments, and Abby Becker, consultant relations associate manager, share their thoughts.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-08292023-txums6n3

Aligning with the U.S. Labor Day holiday, Matthias Scheiber, head of Allspring’s Systematic Edge Multi-Asset team, and Travis Keshemberg, senior portfolio manager on the Systematic Edge Multi-Asset team, review the U.S. employment situation and discuss the potential opportunities and challenges in the next 6 to 12 months.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 Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-08292023-txums6n3

Jeff Weaver, senior portfolio manager at Allspring Global Investments, discusses how the money-market fund business has changed as interest rates have climbed to where payouts are at levels not seen in decades, but cautions against going all-in on the short-term savings instruments because when a recession comes -- something he expects for 2024 -- investors who have not started to lengthen out the maturity of fixed income holdings will miss out on the solid longer-term rates available today. Also on the show, Tom Lydon of VettaFi looks at the strong consumer's shopping habits for his ETF of the Week, author Kerry Pechter of Retirement Income Journal discusses his revised version of 'Annuities for Dummies' and the way higher interest rates and inflation have changed the picture for annuity products, and Luke Babich of Clever Real Estate discusses their survey showing that Americans in the market for a home have some surprising misconceptions about the costs and responsibilities of buying and owning one.

Hear perspective on recent performance drivers, investor sentiment, a performance outlook and positioning. Featured are Kathleen McNamara, Senior Municipal Strategist Americas with the UBS Chief Investment Office, and Nick Venditti, Senior Portfolio Manager on the Municipal Fixed Income team with Allspring Global Investments. Host: Daniel Cassidy

Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight Transportation and Logistics with Bloomberg Intelligence, joins us to talk UPS earnings. Chris Whalen, Chairman at Whalen Global Advisors, discusses the Moody's credit downgrade for US banks and outlook for the sector. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and investing and the launch of her new ETF today. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, joins to discuss how the markets are pricing in the Fed's possible last rate hike of its aggressive tightening campaign. Michael Shah, Senior Industry Analyst with Bloomberg Intelligence, discusses Danish company Novo Nordisk A/S after its obesity drug cut heart risks in a major trial, as well as other biotech news. Ryan Lockwood, CFO of CarParts.com (NASDAQ: PRTS), joins to discuss earnings and outlook for consumers and his company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jim Welsh, author of the 'Macro Tides' and 'Weekly Technical Review' newsletters, says that the leading economic indicators that had everyone expecting a recession a year ago have fooled investors by softening recently. While many experts now are predicting a soft landing and the potential for no recession, Welsh says key indicators -- like the inverted yield curve -- often take a year or more to pan out and they will come to roost in the next three to six months, reinforcing the possibility of a 5 to 7 percent market pullback before the year ends. Also on the show, Jon Baranko, chief investment officer for fundamental investments at Allspring Global Investments, discusses how the strong start to 2023 impacted the firm's mid-year outlook, which is looking ahead and seeing broader participation and strong times for small-cap stocks ahead. In The NAVigator, it's Josh Duitz of the Aberdeen Global Infrastructure Income Fund, explains why the timing is good for infrastructure investing but notes that the public companies in the sector are a particularly good value right now. In the Market Call, Bernie Horn of the Polaris Global Value fund talks stocks.

Bloomberg News Wall Street Reporter Sonali Basak talks about her interviews with Boaz Weinstein, Ida Liu and David Rubenstein about the next big risk for investors. Carvana CEO Ernie Garcia discusses restructuring debt and selling stock in a comeback attempt for the used-car retailer. Laura Rea Dickey, CEO of Dickey's Barbecue Pit, talks about the business of barbecue. Brad Dillman, Chief Economist at Cortland, shares his thoughts on US housing. And we Drive to the Close with Jon Baranko, CIO of Fundamental Investments at Allspring Global Investments. Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg Intelligence Senior Global Banks Analyst Alison Williams discusses Jamie Dimon saying pursuing a political career has crossed his mind amid speculation about what might come next for the chief executive officer of JPMorgan. Angela Stent, Senior Fellow at Brookings Institution shares her thoughts on Russia downing eight drones aimed at Moscow early Tuesday. Brendan McCluskey, Principal at Trident Builders, talks about building affordable and climate friendly homes. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Global Economy Reporter Enda Curran share the details of the Businessweek story Debt-Ceiling Deal to Have Little Impact on Economy—or the Debt. And we Drive to the Close with Ann Miletti, Head of Active Equity at Allspring Global Investments. Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

George Bory, chief investment strategist for fixed income at Allspring Global Investments, says that investors should lean into the currently inverted yield curve and buy bonds for f longer maturities so that they can lock down. High current interest rates before the Federal Reserve decides to cut rates. Bory also notes that he expects the federal government to avoid a true default but explains that a downgrade from ratings agencies won't be the big deal most authorities expect. Plus Tom Lydon, vice chairman at VettaFi turns to a small-cap co weed-call fund for his ‘ETFof the Week,'  and Raymond Bridges, portfolio manager of the recently opened Bridges Capital Tactical ETF talks stylized stock investing in the Market Call

Chris Whalen, founder at Whalen Global Advisors, and Hugh Hendry formerly of Eclectica Asset Management, join for an extended Fed roundtable on what might the last of the Fed's historic tightening cycle. Dr. Richard Portes, London Business School professor, joins us in studio to talk the ECB decision, the US economy, and bank turmoil. Barry Ritholtz, founder of Ritholtz Wealth Management and host of “Masters in Business,” and Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins for an extended roundtable on the Fed. Claudia Sahm, founder of Sahm Consulting and former Senior Economist at the White House Council of Economic Advisors, joins to talk about her column on the labor market and gives her take on the Fed and regional banks. Brad Case, Chief Economist at Middleburg Communities, joins to discuss the impact of the Fed's rate hike cycle in real estate and other areas of the economy. Margie Patel, Senior Portfolio Manager at AllSpring Global Investments, joins to discuss how the markets are pricing in the Fed's possible last rate hike of this tightening cycle. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. George Bory, chief investment strategist, fixed income with AllSpring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Bloomberg Economics Chief Economist Tom Orlik and Bloomberg News Bond Reporter Alex Harris discuss the global economic growth outlook and inflation concerns. Lule Demmissie, US CEO of eToro, talks about closing the gender investing gap between men and women through education and representation. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Investigations Reporter Devin Leonard share the details of Devin's Businessweek Magazine story The Chainsmokers Are Dancing Through the Silicon Valley Downturn. And We Drive to the Close with Brian Jacobsen, Senior Investment Strategist at Allspring Global Investments.  Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.