<p>A new national security law in China is fresh evidence that the global investment environment is changing. Confluence Chief Market Strategist Bill O'Grady discusses how investors can expect this to play out, and potential winners and losers.</p>

Asset Allocation Bi-Weekly - Weak Capital Investment by State and Local Governments (6/5/2023)

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.