The Global Portfolio Recipe

International stocks have significantly lagged U.S. stocks over the last decade but is leadership now shifting back to non-U.S. stocks in the years ahead? Currently, non-U.S. stocks have much lower valuations than U.S. stocks, which generally means higher expected returns. It’s also notable that despite a stronger U.S. dollar in 2022, and in 2023 so far, investments outside the U.S. have outperformed U.S.-based stocks. This usually doesn’t happen.

Join Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, BFA, as he dives deeper into this potential portfolio-changing topic, with investment strategists Vanguard and iMGP. They will showcase global investment strategies that have significant allocations to international assets and demonstrate how using globally diversified portfolios could provide attractive risk-adjusted returns in the years ahead.

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/.

For financial professional use only. Not intended for public distribution. Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

0738-OPS-3/14/2023

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