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

Confluence Podcasts
08/05/2024 12 min Episodio 205
Confluence of Ideas - Reviewing the Asset Allocation Rebalance: Q2 2024

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Episode Synopsis


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.

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