Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2024

Confluence Podcasts
11/11/2024 11 min Episodio 228
Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q4 2024

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Episode Synopsis


In this episode, Confluence reviews the Asset Allocation rebalance for the fourth 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 to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.

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