Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q1 2026

from Confluence Podcasts · host Confluence Investment Management

In this episode, Confluence reviews the Asset Allocation rebalance for the first quarter of 2026, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.

Episode metadata supplied by the publisher feed · Published Feb 18, 2026

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Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q1 2026

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