EPISODE · Jun 13, 2022 · 11 MIN
Asset Allocation Bi-Weekly - Homebuilders Versus Apartment Builders (6/13/2022)
from Confluence Podcasts · host Confluence Investment Management
The homebuilder sector is no longer overweight in the Confluence Asset Allocation strategies for stocks. Patrick Fearon-Hernandez explains the recent downgrade of the sector and the various forces driving the housing industry as a whole.
What this episode covers
The homebuilder sector is no longer overweight in the Confluence Asset Allocation strategies for stocks. Patrick Fearon-Hernandez explains the recent downgrade of the sector and the various forces driving the housing industry as a whole.
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Asset Allocation Bi-Weekly - Homebuilders Versus Apartment Builders (6/13/2022)
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