Ann Miletti, head of equity investments at Allspring Global Investments, believes that the Jackson Hole Economic Policy Symposium, scheduled for August 27-29, poses a greater near-term risk to markets than Nvidia’s upcoming earnings report. The 2026 symposium theme, « Financial Innovation: Implications for Payments and Policy, » opens the door to commentary on digital payment infrastructure, central bank digital currencies, and fintech regulation. Allspring advocates a more diversified approach to equity investing, moving beyond the mega-cap tech names that have dominated returns in recent years. Miletti favors small- and mid-cap US equities as well as emerging markets, arguing that AI-related capital expenditures are beginning to flow downstream to companies outside the usual tech suspects.
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