Asset Allocation Weekly Chart Book (Archive)
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August 20, 2021
August 13, 2021
August 6, 2021
July 30, 2021
July 23, 2021
July 16, 2021
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August 20, 2021
How is the pandemic affecting the labor market? Bill O'Grady, Chief Market Strategist, discusses which effects represent a continuation, or acceleration, of previous trends and which are brand new to the labor market as a result of the pandemic. -
August 13, 2021
What are the implications of growing intellectual property investment? Patrick Fearon-Hernandez, Market Strategist, focuses on the growing importance of intellectual property investment by U.S. corporations and the implications for individual investors. -
August 6, 2021
How does unified government affect long-duration bond yields? Bill O'Grady, Chief Market Strategist, examines the statistical evidence. -
July 30, 2021
Where are bond yields likely headed? Patrick Fearon-Hernandez, Market Strategist, looks at bond yields, focusing on the 10-year Treasury note. -
July 23, 2021
Patrick Fearon-Hernandez, Market Strategist, looks at the implications for investors and for the world economy of high corporate debt in China. -
July 16, 2021
How stable is the labor market? Thomas Wash, Staff Economist, looks at the current state of the labor market.
These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.