Confluence of Ideas - The Q3 2020 Asset Allocation Update...

What this episode covers

Join Greg Ellston, Confluence Investment Management’s CIO of Asset Allocation, for a discussion of this quarter’s outlook and changes to the Asset Allocation portfolios. Greg begins with the macro backdrop, discussing the economy and policy. From there, he shows how this macro information leads to concrete adjustments in portfolios. Even in cases where no changes are made, the analysis that holds a portfolio steady is itself “active.”

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 11 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on August 11, 2020.

What is this episode about?

Join Greg Ellston, Confluence Investment Management’s CIO of Asset Allocation, for a discussion of this quarter’s outlook and changes to the Asset Allocation portfolios. Greg begins with the macro backdrop, discussing the economy and policy. From...

Can I download this Confluence Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.