Confluence Podcasts Confluence Investment Management

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.

As the conflict in Gaza and the protests command our attention, a better understanding of the deep divisions in the Middle East might increase our confidence as we make key investment decisions. Confluence Associate Market Strategist Daniel Ortwerth joins Phil Adler to help us gain perspective.

The changing face of war makes it difficult for investors to identify exactly when war begins, when it ends, and when the right time is to implement a war-time investment strategy. Associate Market Strategist Daniel Ortwerth joins Phil Adler to offer some guidance.

The recent rally in the price of uranium appears to be more than just a flash in the pan. Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to focus on a major reason for this development that may be somewhat overlooked.

The Japanese Nikkei 225 stock index was among the best performing in the world in 2023 and recently reached an all-time high. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to discuss the reasons for the surge and whether there is room to grow from here.

Ukraine, Gaza, and Taiwan aren't the only hotspots in the world. In South America, oil-rich Venezuela is threatening its much smaller neighbor Guyana, which recently came into major oil reserves of its own. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to unravel the history of this dispute, discuss what's at stake for the US, and why investors should pay attention.