Asset Allocation Bi-Weekly - Uranium Demand, Supply, and Investment Prospects (3/4/24)

In October 2023, the Asset Allocation Committee introduced an ETF focused on uranium and uranium producers into its mid-cap equity exposure as part of their regular quarterly update. The price of that ETF has surged since Confluence bought it, adding to the returns of the firm's Asset Allocation portfolios to date. Chief Market Strategist Patrick Fearon-Hernandez joins the podcast to explain what drove Confluence to make this new investment and what they expect from it in the future.

What is Confluence Podcasts?

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.