Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Allspring Global"


25 mentions found


Market Navigator: Eyeing small caps post-election
  + stars: | 2024-11-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket Navigator: Eyeing small caps post-electionGustaf Little, Allspring Global Investments portfolio manager, joins 'Power Lunch' to discuss how to play small caps post-election.
Persons: Gustaf Little Organizations: Allspring Global
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMunis will continue to outperform taxable bonds, says Allspring's Nick VendittiNick Venditti, senior portfolio manager at Allspring Global Investments, joins CNBC's 'The Exchange' to discuss areas of the market that could benefit from expiring tax breaks, how to position, and more.
Persons: Nick Venditti Nick Venditti Organizations: Allspring Global Investments
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUS, China stimulus are good news for emerging markets: Portfolio managerDerrick Irwin of Allspring Global Investments sees stimulus from the U.S. and China as big factors that can drive growth for emerging economies. He also shares his top picks in the emerging-market space, one of them he describes as a contrarian call.
Persons: Derrick Irwin Organizations: Allspring Global Investments Locations: China, U.S
Market Navigator: Ways to play treasuries
  + stars: | 2024-10-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket Navigator: Ways to play treasuriesManju Boraiah, AllSpring Global Investments head of systematic edge fixed income, joins 'Power Lunch' to discuss ways to play treasuries in a rate cut environment.
Persons: Manju Boraiah Organizations: AllSpring Global Investments
AdvertisementCorporate earnings are on pace for their best non-pandemic year since 2018, and market strategists expect the party to continue in the upcoming earnings season and into 2025. "There's not always a one-for-one relationship between economic growth and earnings growth," Reynolds said. "You can still see earnings growth at a pretty robust level, even if economic growth moderates to some extent. "That could be a little bit of a headwind for the market," Saglimbene said. That's a normal earnings growth kind of environment, and I think that's enough to continue to push the market higher."
Persons: , Mike Reynolds, Anthony Saglimbene, He's, Saglimbene, Joe Quinlan — who's, Bank of America —, Quinlan, Reynolds, it's, Andrew Slimmon, Jim Baird, Plante, Michael Smith, Smith, There's, Slimmon, he's Organizations: Service, Business, Ameriprise, Merrill, Private Bank, Bank of America, Morgan Stanley Investment Management, Financial, Allspring Global Investments, Bears Locations: what's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFixed income strategist: Fed is likely to go 'slow and steady' with interest rate cutsGeorge Bory of Allspring Global Investments says the market is overpricing the Fed's rate cuts. He says yields are fairly valued, and the biggest risk he is seeing to the US economy is an inflation uptick.
Persons: George Bory Organizations: Allspring, Investments
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStrategist: Yield curve steepening in reaction to positive signalsNoah Wise, Senior Portfolio Manager from Allspring Global Investments', talks about his outlook on US fixed income, in the face of the weaker labor market, persistent inflation, and other risks on the horizon.
Persons: Noah Wise Organizations: Allspring Global Investments
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLong-term interest rates could rise despite the Fed's cut, says Greenwich Wealth's Vahan JanjigianVahan Janjigian, Chief Investment Officer at Greenwich Wealth Management, and Margaret Patel, Senior Portfolio Manager for multi-asset solutions at Allspring Global Investments, join 'The Exchange' to discuss slowdown strategies for stocks, the future of interest rates, and more.
Persons: Janjigian, Margaret Patel Organizations: Greenwich Wealth Management, Allspring Global Investments Locations: Greenwich
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Greenwich Wealth's Vahan Janjigian and Allspring Global's Margaret PatelVahan Janjigian, chief investment officer at Greenwich Wealth Management, and Margaret Patel, senior portfolio manager for multi-asset solutions at Allspring Global Investments, join 'The Exchange' to discuss slowdown strategies for stocks, the future of interest rates, and more.
Persons: Allspring Global's Margaret Patel Vahan Janjigian, Margaret Patel Organizations: Greenwich, Greenwich Wealth Management, Allspring Global Investments
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPortfolio Manager discusses the rotation trades within the China marketGary Tan of Allspring Global Investments discusses why he was cautious of the rotation to dividend plays in China and says what looks like a rotation within Hong Kong-listed tech stocks shows the need for more positive news before domestic capital steps into the equity markets.
Persons: Gary Tan Organizations: Allspring Global Investments Locations: China, Hong Kong
Strategist outlines how to navigate bond markets
  + stars: | 2024-08-14 | by ( ) www.cnbc.com   time to read: 1 min
George Bory, chief fixed income strategist at Allspring Global, talks about the need to stay nimble when investing in bonds.
Persons: George Bory Organizations: Allspring Global
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's going to be a rotation back into value stocks, says Allspring's Bryant VanCronkhiteBryant VanCronkhite, Allspring Global Investments portfolio manager, joins 'Power Lunch' to discuss the missed opportunities in value stocks.
Persons: Allspring's Bryant VanCronkhite Bryant Organizations: Allspring Global
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email2024 may once again suprise investors with double-digit returns: Allspring's Margaret PatelMargaret Patel, senior portfolio manager for multi-asset solutions at Allspring Global Investments, joins CNBC's 'The Exchange' to discuss market outlooks, timeline for potential Fed rate cuts, and more.
Persons: Margaret Patel Margaret Patel Organizations: Allspring Global Investments
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailConsumer discretionary spend is starting to fade, says Allspring's Bryant VanCronkhiteBryant VanCronkhite, portfolio manager at Allspring Global Investments,, joins 'Power Lunch' to discuss his expectations for tomorrow's CPI report and the state of the consumer.
Persons: Allspring's Bryant VanCronkhite Bryant Organizations: Allspring Global Investments, CPI
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDon't get too excited about a long term rally in the China equity market: Portfolio managerDerrick Irwin of Allspring Global Investments explains why he is "not adding" into the rally in the Chinese equity markets.
Persons: Derrick Irwin Organizations: Allspring, Investments Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a chance that the Fed won't cut rates at all this year, says Komal Sri-KumarKomal Sri-Kumar, Sri-Kumar Global Strategies president, and Margaret Patel, senior portfolio manager for multi-asset solutions at Allspring Global Investments, join 'The Exchange' to discuss if there's a chance we see zero rate cuts this year, their take on their latest inflation report, and more.
Persons: Komal, Kumar Komal, Kumar, Margaret Patel, there's Organizations: Kumar Global, Allspring Global Investments
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors need to respect the reality of a possible recession, says Allspring's Bryant VanCronkhiteBryant VanCronkhite, Allspring Global Investments portfolio manager, joins 'Power Lunch' to discuss the Fed minutes and what it means for the market.
Persons: Allspring's Bryant VanCronkhite Bryant Organizations: Allspring Global
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLiquidity is one of the most important drivers for Japan stocks, says Eddie ChengEddie Cheng, Head of International Portfolio Management at Allspring Global Investments, discusses Japan's equity markets and monetary policy.
Persons: Eddie Cheng Eddie Cheng Organizations: International, Management, Allspring Global Investments Locations: Japan
Wealthy people are moving to states including Florida, Texas, North Carolina, and Tennessee. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . Florida, Texas, and North Carolina are popular destinations for more than just the wealthy. The reshuffling of wealth is making historically cheaper states more expensiveIn Miami, in particular, this reshuffling of wealth has ushered in an era of unaffordability. "Miami and most of Southeast Florida have rebranded into more luxury markets," housing expert Jonathan Miller told BI in September.
Persons: They've, , SmartAsset, Ken Griffin, Jeff Bezos, Alexander Tamargo, Indxx, AllianceBernstein, Charlotte, Goldman Sachs, Griffin, plunked, Jeffrey Greenberg, Jared Kushner, Ivanka Trump, Carl Icahn, Elon Musk, he's, Jonathan Miller, Bezos, Kushner, Trump, Dina Goldentayer, Dina Goldentayer Dina Goldentayer, Zillow Organizations: Service, Bloomberg, Austin, Citadel, Amazon, Allspring Global Investments, Oracle, Tesla, Dallas ., Company, Universal, Getty, Miami Locations: Florida , Texas, North Carolina, Tennessee, Miami, Florida, New York, California, Florida , Tennessee, New Jersey , Massachusetts, Dallas, Nashville, Charlotte, New York City, Texas, Miami Beach, Chicago, San Francisco, Austin, Coconut Grove, Southeast Florida
Expect to work a little harder for those fixed income returns in the new year. As a result, it may be time to start unwinding those big cash positions and adopt a longer-term mentality for fixed income investments. A runup in bond yields is accompanied by a decline in prices, and the two move inversely to one another. The sector "remains well positioned to maintain its high credit quality, driven by solid state credit quality and strong state financial support, despite soft enrollment trends," analyst Kathleen McNamara wrote last week. Consider dollar cost averaging into those longer-dated positions, incrementally building up exposure to intermediate duration bonds.
Persons: Jerome Powell, it's, Kathy Jones, Shannon Saccocia, Jones, Nicholos Venditti, Kathleen McNamara, Schwab's Jones, Barry McAlinden, Michael Bloom Organizations: Schwab Center, Financial Research, Bond, SEC, Muni Bond ETF, Allspring Global Investments, UBS
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStaples and health care look increasingly attractive: Allspring's Bryant VanCronkhiteBryant VanCronkhite, senior portfolio manager at Allspring Global Investments, joins 'Power Lunch' to discuss the state of markets and the likelihood of a Christmas rally.
Persons: Allspring's Bryant VanCronkhite Bryant VanCronkhite Organizations: Staples, Allspring Global Investments
The blue-chip FTSE 100 (.FTSE) index dipped 0.1%, while the pan-European STOXX 600 (.STOXX) rose 0.5%. The life insurance sector (.FTNMX303010) fell 0.4%, with Prudential (PRU.L) slipping 0.7% after Deutsche Bank reduced its price target on the stock. Banks (.FTNMX301010) slipped 1.7% following a 2.3% fall in HSBC (HSBA.L), which was the biggest weight on the FTSE 100. Among individual stocks Halfords Group (HFD.L) plunged 21.1% after the bicycles-to-car parts retailer narrowed its annual profit forecast range. Reporting by Shashwat Chauhan in Bengaluru; Editing by Dhanya Ann Thoppil and Eileen SorengOur Standards: The Thomson Reuters Trust Principles.
Persons: Toby Melville, Andrew Bailey, BoE Governor Andrew Bailey, Eddie Cheng, Banks, Shashwat Chauhan, Dhanya Ann Thoppil, Eileen Soreng Organizations: London Stock Exchange Group, REUTERS, Aviva, Bank of England, Prudential, Deutsche Bank, U.S . Federal Reserve, Allspring Global Investments, HSBC, Halfords, Thomson Locations: City, London, Britain, Europe, United States, Bengaluru
Last month, bond yields made a comeback and the 10-year Treasury note hit roughly 5%, the highest since 2007. On the other end, bond risk comes from the borrower's ability to pay back their obligation. For investors who want higher income, Bory recommends considering a mutual fund or a commingled fund that provides that diversification. Popular examples of corporate bond funds include the MainStay MacKay High Yield Corporate Bond Fund (MHCAX), Goldman Sachs High Yield Fund (GSHIX), and High Yield Spectrum Fund (PHSIX). Below is a list of Morningstar analysts' favorite high-yield bond funds that have the highest "Gold Medalist" rating.
Persons: George Bory, Bory, MacKay, Goldman Sachs, Allspring, It's, Acct, Rowe Price Organizations: Business, Allspring, Investments, Fed, AAA, BBB, Bond Fund, Fund, Morningstar, PIA Locations: Allspring, US
Bank stocks are at an all-time low compared with the S&P 500 based on relative prices, according to data from BofA Global Research. One key factor for bank stocks is whether the Federal Reserve is close to wrapping up a monetary tightening cycle that has brought the highest U.S. interest rates in decades. Yet signs the Fed may keep rates around current levels through most of next year have weighed on bank stocks. This month, analysts at BofA Global Research said investors should “selectively” add exposure to bank stocks in anticipation of an interest rate peak. Overall, about 61% of all outstanding mortgages have an interest rate below 4%, according to the Apollo Group, leaving consumers little incentive to refinance or move.
Persons: Brendan McDermid, , Quincy Krosby, Bill Gross, Neville Javeri, Goldman Sachs, Jeff Muhlenkamp, David Randall, Bansari Mayur, Ira Iosebashvili, David Gregorio Our Organizations: New York Stock Exchange, REUTERS, Silicon Valley Bank, Bank, BofA Global Research, LPL, Federal Reserve, Fund, Allspring Global Investments, Fifth Third Bancorp, Investors, Apollo Group, financials, Fed, Muhlenkamp & Company, Thomson Locations: New York City, U.S, Silicon
Plenty of bond investors have been burned calling a bottom in a selloff that has taken Treasuries to the cusp of an unprecedented third straight year of losses. One potential near-term pitfall is Friday’s U.S. payrolls data, which could revive expectations of Fed hawkishness if they come in stronger than expected. The rise in Treasury yields has reached far beyond the bond market. The S&P 500 is down nearly 8% from its July high, as rising bond yields offer investment competition to equities while threatening to raise the cost of capital for companies. “The market is running with the idea that the Fed is done hiking, which they may or may not be,” he said.
Persons: Jerome Powell nodded, Bonds, , Jack McIntyre, , ” McIntyre, Stanley Druckenmiller, Duquesne, Bond, Josh Emanuel, Powell, We've, Greg Wilensky, Janus Henderson, ” Wilensky, Noah Wise, Davide Barbuscia, David Randall, Ira Iosebashvili Organizations: Treasury, Federal, Fed, U.S . Treasury, Brandywine, Janus, Janus Henderson Investors, Allspring Global Investments, Thomson Locations: U.S, Wilshire
Total: 25