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Over the last 10 years, investors have shied away from fixed income securities, thanks in large part to low interest rates. As interest rates increased, advisors once again turned toward fixed-income and alternative investments to help clients manage risk.
Josh Flade, CFA and deputy chief investment officer at Orion, sheds light on the critical role fixed income and alternative investments play in diversifying investor portfolios. Flade discusses how to determine when these assets are a good fit for clients according to a their financial objectives, risk tolerance and time horizon.