<p>It might be time to take a new look at the relationship between inflation and stock market performance. The old adage is that inflation is bad for stocks. Confluence Associate Market Strategist Daniel Ortwerth suggests that it might be wiser today to view equities as an inflation hedge.</p>

It might be time to take a new look at the relationship between inflation and stock market performance. The old adage is that inflation is bad for stocks. Confluence Associate Market Strategist Daniel Ortwerth suggests that it might be wiser today to view equities as an inflation hedge.

Asset Allocation Bi-Weekly – Equities as an Inflation Hedge? (3/17/25)

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&A format called the Confluence Mailbag.

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Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays), and a new monthly Q&amp;A format called the Confluence Mailbag.

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Asset Allocation Bi-Weekly – Equities as an Inflation Hedge? (3/17/25)

Asset Allocation Bi-Weekly – Equities as an Inflation Hedge? (3/17/25)

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