Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2024

from Confluence Podcasts · host Confluence Investment Management

In this episode, Confluence reviews the Asset Allocation rebalance for the third quarter of 2024, featuring a brief economic analysis and insights on asset class and security selection for the firm’s Asset Allocation portfolios. Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings, takes listeners through the investment team's decisions.

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This episode is 14 minutes long.

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This episode was published on September 11, 2024.

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