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Allspring Emerging Markets Equity Fund Q4 2025 Commentary

Seeking Alpha
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⚡ Quantum Brief
The fund delivered a 36.73% annual return in 2025, surpassing its MSCI Emerging Markets benchmark by 3.16 percentage points, despite underperforming in Q4. Q4 losses stemmed from short-term volatility, though Korea, Saudi Arabia, IT, and healthcare sectors drove gains, offsetting broader market weakness. Managers project mid-to-high-teens earnings growth in 2026, citing accelerating fundamentals as the primary driver for emerging markets. The team emphasizes bottom-up stock selection, targeting undervalued opportunities across regions and sectors to outperform passive benchmarks. Long-term outperformance contrasts with Q4’s dip, reflecting confidence in emerging markets’ resilience amid shifting macroeconomic conditions.
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Allspring Global Investments31 FollowersFollow5ShareSavePlay(11min)CommentsSummaryAllspring Emerging Markets Equity Fund-Inst reported a 1-year total return of 36.73% for 2025, outperforming the benchmark index's 33.57% gain.Allspring Emerging Markets Equity Fund underperformed its benchmark, the MSCI Emerging Markets Index (Net), over the three-month period that ended December 31, 2025.The largest contributors to quarterly performance included Korea, Saudi Arabia, information technology (IT), and health care.Allspring Emerging Markets Equity Fund managers expect earnings to become an increasingly important driver in 2026, with growth accelerating to potentially mid-to-high-teens.The Allspring Emerging Markets Equity Fund investment team can uncover compelling bottom-up opportunities across emerging market regions and sectors. matejmo/iStock via Getty Images Quarterly review The fund underperformed its benchmark, the MSCI Emerging Markets Index (Net), over the three-month period that ended December 31, 2025. The fund outperformed its benchmark over the 12-month period. The largest contributors to This article was written byAllspring Global Investments31 FollowersFollowAllspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing to be worth more. Allspring is reimagining investment management to be worth more—creating an investment, distribution, and operational experience that changes the game for clients. Note: This account is not managed or monitored by Allspring, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Allspring's official channels.

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