Matthias Scheiber, Ph.D., CFA
Biography
Matthias Scheiber is a senior portfolio manager and the head of the Multi-Asset Solutions team at Allspring Global Investments. In this role, he develops and manages outcome-oriented multi-asset investment solutions. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Matthias was a senior investor at Schroders and served as a member of the Global Asset Allocation Committee. Earlier, Matthias was a partner and fund manager at Aethra Asset Management. Before that, he served as a portfolio manager and strategist at ABN AMRO Asset Management. Matthias began his investment industry career in 2000 at Raiffeisen Bank in Vienna as an institutional portfolio manager. He earned a master’s degree in financial engineering and a Ph.D. in mathematical finance from the University of London, Birkbeck, and a master’s degree in corporate finance from the University of Applied Sciences Wiener Neustadt. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Published insights
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.
At its January meeting today, the Fed kept the federal funds rate steady at 4.25–4.50%. As the new administration begins implementing its fiscal policy plans, we expect the Fed will remain cautious in monitoring inflation.
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.
Today, as expected, the FOMC announced a cut of 25 basis points in the federal funds rate, lowering it to 4.25%–4.50%. From here, the interest rate path is less clear.
In our 2025 Outlook, we discuss three macro themes we expect in 2025 and nine of our portfolio managers reveal top opportunities they anticipate and their positioning to potentially benefit.
Article
Fed Cuts: One Slice at a TimeAs expected, the FOMC today announced a cut of 25 basis points in the federal funds rate, lowering the rate to 4.50%–4.75%. U.S. election results suggest we could see looser fiscal policy and new trade tariffs ahead, which might lift growth as well as inflation.
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.
The Fed decided to finally lower its key interest rate, announcing a cut of 50 basis points, to 4.75–5.00%. A cut of at least 25 basis points was widely expected and welcomed.
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.
Summer Edition
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.
As we reach the middle of 2024, where do our experts think you should focus portfolios given shifting rate expectations, sticky inflation, and global uncertainties? Follow the insight to find out more.
Fed officials again kept the federal funds rate unchanged at 5.25–5.50%. Our base case is that they won’t cut rates until they see weakening in prices and the labor market, probably not before fall.