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The week in review. Market insights and musings from Chief Investment Strategist, Rusty Vanneman, CFA, CMT, BFA. The OPS Chart Pack reviews composite relative valuations from the last 20 years and what they might mean for investors. Read the Orion Portfolio Solutions Investments Monthly Chart Pack Now Chief Investment Strategist, Rusty Vanneman, CFA, CMT, BFA, discusses market headlines, industry trends, investing philosophy, with Orion’s strategist partners. Stay informed about market events and industry news with timely commentary from Orion’s Investment Management Team. Tune in each month for new market commentary from our Chief Investment Strategist, Rusty Vanneman, CFA, CMT, BFA. A quarterly guide to help advisors and investors learn more about Orion Portfolio Solutions, understand the value of professional money management, navigate the markets, and more. Read the quarterly Orion Portfolio Solutions Reference Guide Now Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, BFA, as he cooks up a tasty portfolio with third-party investment strategists to help your clients reach their goals. Original Air Date: March 29, 2022 Would you expect a portion of your portfolio to be actively managed during periods of market volatility? Given one of the worst starts to the stock market in years, combined with high equity valuations, the rising interest rates, many advisors and investors are looking for active portfolio strategies that can adjust and potentially provide some level of downside portfolio protection if the stock market remains rocky.
In this Portfolio Recipe, we present two long-standing strategies on the OPS platform with historical records in successfully managing tactical asset allocation strategies, Toews Asset Management and Ocean Park Asset Management. Save Your Spotfor Diversified Boutique Firm Portfolio Recipe The OPS Cookbook provides you with crafted recipes that pair well known Orion Portfolio Solutions (OPS) partners into portfolio recipes. These recipes seasoned with the strategies of Brinker Capital and other OPS partners are sure to be a hit! Bon Appétit. 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 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 cmtassociation.org. In our previous edition of Trends and Opportunities early this year, we focused on U.S. mid caps as an equity portfolio’s “new center of gravity,” examined the merits of being broad in ex U.S. equities to avoid the growth/value dance, and explained how multi-sector bond strategies shine when examined through the lens of “empirical” duration. Since that publication, investors have grappled with severe market shocks from slowing growth, inflation, and interest rate volatility. In this edition of Trends and Opportunities, we aim to offer some therapy for those shocks by providing a long-term perspective on the markets and economy and presenting quality equities and mortgage-backed securities (MBS) as potential solutions to help investors build a resilient portfolio. Key Takeaways Toews Managed Risk Blueprint Quick Look Valuable insights from industry leaders about the science of behavioral finance, and how it can help you better understand your clients’ needs. 
Weekly Bullets Blog
Chart Pack
The Weighing Machine Podcast
Monthly Commentary
Monthly Market View
Reference Guide
PORTFOLIO RECIPES
Portfolio Recipes ‘Most Popular of 2022’: The Downside Protection Portfolio
Portfolio Recipes ‘Most Popular of 2022’: The Downside Protection Portfolio
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Strategist of the Month
Global Perspectives from Janus Henderson’s Portfolio Construction and Strategy Team Offers Shock Therapy for Market Turmoil
Behavioral Finance
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