Allspring: SpringTalk

Hosted by Allspring Global Investments

BusinessInterviews guests

Website RSS feed LinkedIn X / Twitter Instagram YouTube

Episodes

126

Latest episode

Jun 2026

Language

EN-US

About the show

Welcome to the Allspring Global Investments podcast where we explore what’s happening in the markets and discuss our outlook for the ever-changing investment landscape. Thought leaders provide their views on the latest global trends in sustainability, technology, emerging markets, and more. Join us as we take you down the road of investing elevated. This material is provided for informational purposes only and is for professional, institutional or qualified clients/investors. Not for retail use outside the U.S. THIS MATERIAL DOES NOT CONSTITUTE AN OFFER OR SOLICITATION AND IN ANY CASE IS NOT INTENDED TO BE USED IN ANY JURISDICTION OR TO ANY PERSON WHERE IT WOULD BE UNAUTHORISED OR UNLAWFUL TO DO SO. Allspring Global Investments™ (Allspring) is the trade name for the asset management companies of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain private funds of GTCR LLC and Reverence Capital Partners, L.P. Unless otherwise stated, Allspring is the source of all data (which is current or as of the date stated); past performance is not a guarantee or reliable indicator of future results; all investments contain risk; content is provided for informational purposes only with no representation regarding its adequacy, accuracy or completeness and should not be relied upon; views, opinions, assumptions or estimates are not necessarily that of Allspring and are subject to change without notice; and this communication does not contain investment advice, an investment recommendation or investment research, as defined under local regulation of the respective jurisdiction.

Listen to episodes

60 recent

June 15, 202614 min

World Markets: From Group Stage to Knockout

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-06112026-byw9nwmb

April 16, 202622 min

Tested by Turbulence: Emerging Markets During Geopolitical Turmoil

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-04142026-9ddwyxmf

April 14, 20265 min

Janet Rilling: 2026 Q1 Recap and Q2 Outlook

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-03042026-fk2lscbf

April 9, 20266 min

John Campbell: 2026 Q1 Recap and Q2 Outlook

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-04062026-yrca8cde

April 9, 20266 min

Alison Shimada: 2026 Q1 Recap and Q2 Outlook

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-04062026-dp226blv

March 4, 202615 min

Concentration Nation: The Risks Behind Peak Passive

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-02272026-wdanlfye

January 29, 202614 min

Tax-Smart Retirement: Location, Location … Munis?

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-01272026-iuvmen33

January 15, 20265 min

John Campbell Q4 Recap and Q1 Outlook

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-01082026-ulx9r5k8

January 12, 20264 min

Nick Venditti: 2025 Q4 Recap and 2026 Q1 Outlook

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-01092026-xo0kbtgm

January 8, 20265 min

Bryant VanCronkhite: 2025 Q4 Recap and 2026 Q1 Outlook

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 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 <a href="http://www.finra.org/" target="_blank">FINRA</a>/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-01082026-0ndzo3ku