What kind of portfolio should one build if we’re heading into a recession? Or what if we’re not heading into a recession? How should a portfolio be built if inflation has peaked and started to fall? What if inflation hasn’t peaked yet?
In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Stanley Moy, CFA, CAIA, AVP, Multi-Asset Investment Product Manager at Capital Group, and Daniel Villalon, CFA, Global Co-Head, Portfolio Solutions Group at AQR Capital Management, to discuss how an all-weather portfolio can participate in market gains or limit losses irrespective of what economic conditions might be.
For financial professional use only. Not intended for public distribution.
The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute - the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.
Orion Portfolio Solutions, LLC a registered investment advisor.