As events in the Middle East continue to unfold, Orion’s Asset Allocation Committee has revisited its market outlook and made several modest portfolio adjustments in response to rising geopolitical and financial market uncertainty. In this latest note, Brian Storey and Frank Nickel outline where they remain constructive, where they are getting more cautious, and how they are positioning multi-asset portfolios in light of current risks. Advisors are welcome to share this note with clients.
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