Episode Details
Back to EpisodesConfluence of Ideas - Reviewing the Asset Allocation Rebalance: Q2 2024
Episode 205
Published 2 years, 2 months ago
Description
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.