2024 U.S. Election Insights

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.

With postelection macro trends and the Republican agenda now in the forefront, Allspring’s fixed income teams highlight opportunities and risks for investors to consider in positioning portfolios.

After this week’s momentous U.S. election results, Allspring’s investment experts share their perspectives on what to expect for fixed income and equity markets going forward.

George Bory, Allspring’s chief investment strategist, and Nick Venditti, head of municipal fixed income, discuss bonds leading up to the U.S. presidential election—and beyond.

Investors face uncertainty around U.S. presidential elections, driving market volatility. How might companies be affected? Have elections affected equity returns long term? Allspring’s Ann Miletti provides perspective.

George Bory discusses the intersection of politics and finance, the impact of previous U.S. election results on U.S. and global bonds, and the importance of economic fundamentals in post-election fixed income outcomes.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.

When uncertainty is high, it’s important for bond investors to prioritize flexibility. Making small decisions across multiple sectors while maintaining investment flexibility is preferable to one big macro view.

Fed officials again kept the federal funds rate at 5.25–5.50%. We believe they’ll cut for the first time this cycle in September and then analyze incoming data to inform future rate-cut decisions.