Allspring Global Investments on Global Markets

The video discusses the current market focus on technology stocks and the importance of fundamentals in stock selection. It highlights opportunities in various sectors, especially in mid and small-cap stocks, and the role of AI-exposed stocks in market dynamics. The video also examines consumer trends, noting signs of weakness in the retail sector, and explores the impact of Chinese economic stimulus on emerging markets.

What opportunities are being identified across different sectors and market caps?

What is the current sentiment regarding Chinese consumers and their impact on emerging markets?