Asset Allocation Weekly

Confluence Investment Management offers various asset allocation products which are managed using “top down,” or macro, analysis. We publish asset allocation thoughts on a weekly basis in a special section within our Daily Comment report, updating the piece every Friday.

Asset Allocation Weekly (April 8, 2016)

by Asset Allocation Committee One of our key investment decisions in terms of asset allocation has been to avoid emerging markets.   There are primarily two reasons for this call. First, as the U.S. pulls back from its superpower position, the emerging world, which tends to be more dependent on exports for economic development, faces two significant… Read More »

Asset Allocation Weekly (April 1, 2016)

by Asset Allocation Committee In the most recent GDP report, corporate profits plunged. The overall decline in profits was $153 bn in Q4, although some of this drop was due to an $83 bn settlement that BP had with the government over the 2010 Gulf of Mexico oil spill.  We have been noting for some time… Read More »

Asset Allocation Weekly (February 28, 2014)

by Asset Allocation Committee At the founding of our asset allocation process in the second quarter of 2000, the prevailing method of asset allocation was strategic, which is usually defined as an allocation based on a time horizon of at least 7-10 years.  However, in practice, strategic programs assumed that adjustments to the model were usually… Read More »

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