Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2025

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/f8/1c/16/f81c16be-5383-b648-2635-8f42a9cbd9cb/mza_8815220762323864006.jpg/600x600bb.jpg

Confluence Podcasts

Confluence Investment Management

281 episodes

1 day ago

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).

Investing

Business

RSS

All content for Confluence Podcasts is the property of Confluence Investment Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

https://img.transistor.fm/6ACt9sKnxxlm8VZtF_lytERLptheer7DNAucaKbxbio/rs:fill:0:0:1/w:3000/h:3000/q:60/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jMDVm/NjJjNjEzOGI3OGI1/NzMzNDI0YjA2ZmMy/YWQyNS5qcGc.jpg

Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2025

Confluence Podcasts

13 minutes

3 months ago

Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2025

In this episode, Confluence reviews the Asset Allocation rebalance for the third quarter of 2025, 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.