Confluence of Ideas - Reviewing the Asset Allocation Rebalance: Q2 2024

from Confluence Podcasts · host Confluence Investment Management

In this episode, Confluence reviews the Asset Allocation rebalance for the second quarter of 2024, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Joining the podcast for this recap is Kaisa Stucke, analyst and chair of the Asset Allocation Committee.

Episode metadata supplied by the publisher feed · Published May 8, 2024

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Confluence of Ideas - Reviewing the Asset Allocation Rebalance: Q2 2024

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