Insight
PM Spotlight: A World of Experience in Managing Portfolios
Alison Shimada, head of Allspring’s Total Emerging Markets Equity team, brings deep and broad perspective to managing emerging market equities. She’s bullish on many opportunities across these markets—starting with technology.
Key takeaways
- Artificial intelligence (AI) is a key investment theme. Emerging markets in particular are AI enablers, dominating the supply chain for AI development.
- China looks well positioned for a recovery. Dividends, buybacks, and government support may provide downside protection.
- Much of the news on tariffs is already priced in for emerging markets. Some valuations have become quite attractive and may surprise on the upside.
- Allspring’s emerging market strategy focuses on quality companies with robust shareholder yields, seeking a resilient and diversified framework to invest for the long term.