Confluence Investment Management

ETF Strategist Channel

Asset Allocation Bi-Weekly The Tale of Two Surveys

Asset Allocation Bi-Weekly: The Tale of Two Surveys

By Confluence Investment ManagementMay 2, 2022

ETF Strategist Channel

Asset Allocation Bi-Weekly The Bank of Japan Cocks the Trigger

Asset Allocation Bi-Weekly: The Bank of Japan Cocks the Trigger

By Confluence Investment ManagementApril 21, 2022

ETF Strategist Channel

Asset Allocation Bi-Weekly Believe It or Not, Fiscal Policy Is Tightening

Asset Allocation Bi-Weekly: Believe It or Not, Fiscal Policy Is Tightening

By Confluence Investment ManagementMarch 8, 2022

ETF Strategist Channel

Will 2022 Be a Good Year for Actively Managed Strategies, ETFs

Asset Allocation Bi-Weekly: The U.S. Trade Deficit and Global Prices

By Confluence Investment ManagementFebruary 23, 2022

ETF Strategist Channel

Gold An Update of Current Conditions

Gold: An Update of Current Conditions

By Confluence Investment ManagementFebruary 9, 2022

ETF Strategist Channel

2022 Outlook: The Year of Fat Tails

2022 Outlook: The Year of Fat Tails

By Confluence Investment ManagementJanuary 26, 2022

ETF Strategist Channel

Find Shelter From Weak Markets With FXG

Real Income Versus the Wealth Effect; What is Driving Consumption?

By Confluence Investment ManagementJanuary 24, 2022

ETF Strategist Channel

What’s Causing the Yield Curve to Flatten?

By Confluence Investment ManagementDecember 22, 2021

ETF Strategist Channel

Asset Allocation Weekly – The Omicron Problem

Asset Allocation Weekly – The Omicron Problem

By Confluence Investment ManagementDecember 10, 2021

ETF Strategist Channel

asset-allocation-weekly-an-update-on-gold/

Asset Allocation Weekly: An Update on Gold

By Confluence Investment ManagementDecember 6, 2021

ETF Strategist Channel

Asset Allocation Weekly The Citigroup Economic Surprise Index and Bond Yields

Asset Allocation Weekly: The Citigroup Economic Surprise Index and Bond Yields

By Confluence Investment ManagementNovember 12, 2021

ETF Strategist Channel

Asset Allocation Weekly Is Monetary Policy Affected by Financial Markets

Asset Allocation Weekly: Is Monetary Policy Affected by Financial Markets?

By Confluence Investment ManagementNovember 5, 2021

ETF Strategist Channel

Asset Allocation Weekly The Debt Ceiling and the Platinum Coin

Asset Allocation Weekly: The Debt Ceiling and the Platinum Coin

By Confluence Investment ManagementNovember 4, 2021

ETF Strategist Channel

Fourth Quarter 2021 Asset Allocation Outlook

Fourth Quarter 2021 Asset Allocation Outlook

By Confluence Investment ManagementOctober 22, 2021

ETF Strategist Channel

Asset Allocation Weekly Globalization Isn't What It Used To Be

Asset Allocation Weekly: Globalization Isn’t What It Used To Be

By Confluence Investment ManagementOctober 15, 2021

ETF Strategist Channel

Asset Allocation Weekly Has Bitcoin Become a Substitute for Gold

Asset Allocation Weekly: Has Bitcoin Become a Substitute for Gold?

By Confluence Investment ManagementOctober 11, 2021

ETF Strategist Channel

Asset Allocation Weekly The Prices We Don’t See

Asset Allocation Weekly: The Prices We Don’t See

By Confluence Investment ManagementOctober 7, 2021

ETF Strategist Channel

Asset Allocation Weekly The Supply Side Worry on Inflation

Asset Allocation Weekly: The Supply Side Worry on Inflation

By Confluence Investment ManagementOctober 6, 2021