Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Confluence expects near-trend US GDP growth and no recession over the next three years, leading them to favor domestic large caps and intermediate-maturity fixed income while holding gold to hedge geopolitical risks.
Full Quick Take
Confluence expects near-trend US GDP growth and no recession over the next three years, leading them to favor domestic large caps and intermediate-maturity fixed income while holding gold to hedge geopolitical risks.
