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In this month’s video update, Brad Kozinski, Senior Investment Consultant, dives into 3 key financial market questions with Brian Storey, CFA, Deputy CIO of Destinations Portfolios. Brad and Brian discuss three questions that are top of mind for investors, including:

  • How did first quarter earnings reports impact equity market valuations and relative attractiveness of different regions?
  • Do the Destinations Portfolios still have a slightly cautious tilt? If so, what are the drivers for that positioning and what would lead you to reposition the portfolios?
  • What are the primary areas on which the Destinations team has been focused over the past couple months?

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Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

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