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Asset Allocation Weekly (May 7, 2021)


May 11, 2021
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 this report, updating the report every Friday, along with an accompanying podcast and chart book.
May 7, 2021
Yogi Berra is famous for various quotes. He famously said, “Always go to other people’s funerals, otherwise, they won’t come to yours.” He also noted that, “A nickel isn’t worth a dime anymore.” The one we deal with most in  asset allocation is the saying, “It’s tough to make predictions, especially about the future.” But, as Hyman Roth remarked, “This is the business we have chosen.” ....

Hyman Roth , John Maynard Keyes , Yogi Berra , Asset Allocation Committee Do , Confluence Investment Management , Defense Rumsfeld , Maynard Keyes , Johari Window , Asset Allocation Committee , ஹைமன் ரோத் , ஜான் மேனார்ட் விசைகள் , யோகி பெர்ரா , சங்கமம் முதலீடு மேலாண்மை , ஜோஹரி ஜன்னல் , சொத்து ஒதுக்கீடு குழு ,