Positioning for Income & Growth in a changing rate environment

With inflation easing and rate cuts on the horizon, history shows that high dividend equities tend to outperform. Join Dr. Wai Lee, Senior Portfolio Manager and Head of Systematic Research for the Multi Asset Solution Team as he shares how Allspring Global Equity Enhanced Income (“GEEI”) Fund is positioned to deliver 6% p.a. income and long-term capital growth - even in today’s shifting market environment.

What to Expect:

  • Dual Engine for Income: Integrates dividend-paying equities with an actively managed options overlay to target a 6% annual yield, distributed monthly, while helping to manage volatility across market cycles.

  • Balanced, Risk-Aware Allocation: Maintains sector and regional exposures closely aligned with the MSCI ACWI benchmark, supporting a consistent global equity profile.

  • Capital Growth Potential: Allocates up to 10% of the portfolio to non-dividend-paying stocks to capture high-conviction, long-term growth opportunities.

  • AI-Driven Insights: Utilizes artificial intelligence and machine learning to evaluate dividend sustainability and strengthen portfolio resilience in dynamic market environments.

    • Whether you're seeking reliable income or a global equity diversifier, GEEI provides a strategic solution for today’s market challenges.


    Speaker's Profile

    Wai Lee, Ph.D., Head of Systematic Research, Allspring Global Investments

    Wai Lee is a Senior Portfolio Manager and the Head of Systematic Research for the Multi-Asset Solutions team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Wai was at Neuberger Berman, where he served as Head of Quantitative Investments and as a Senior Portfolio Manager. Prior to that, he was Head of the Quantitative Engineering group at Credit Suisse Asset Management, and earlier, he oversaw quantitative research and risk management for the global balanced group at J.P. Morgan Investment Management. Wai served as a Postdoctoral Research Fellow at Harvard Business School. He began his investment industry career in 1996. Wai earned a bachelor’s degree with honors in mechanical engineering from the University of Hong Kong and a master’s degree in Business Administration and a Ph.D. in Finance from Drexel University.