Confluence of Ideas - The Q3 2020 Asset Allocation Update

Join Greg Ellston, Confluence Investment Management’s CIO of Asset Allocation, for a discussion of this quarter’s outlook and changes to the Asset Allocation portfolios. Greg begins with the macro backdrop, discussing the economy and policy. From there, he shows how this macro information leads to concrete adjustments in portfolios. Even in cases where no changes are made, the analysis that holds a portfolio steady is itself “active.”

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.