Three Market Narratives Driving Returns

  • Three key narratives are driving recent stock market performance and will likely impact future returns:
    • COVID-19, seasonal trends, and investor sentiment.
  • Why I believe a dose of contrarianism is good for investment portfolios and investment counsel.
    • Buffett, Templeton, and Dreman have all influenced my thinking.
  • To build wealth, we need to invest. To maintain wealth, we need to diversify.
    • To fortify these points: a few slides from the quarterly OPS Reference Guide.

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2695-OPS-10/20/2021
Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.