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

Confluence Podcasts
11/09/2024 14 min Episodio 218
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2024

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Episode Synopsis


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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