Manage episode 287499613 series 1454631
Tim Holland is the Chief Investment Officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, Tim was the Global Investment Strategist at Brinker Capital where he worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook, including the company’s investment views and portfolio positioning. Tim has over 20 years of investment experience. Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings.Tim received his Bachelor of Arts in political science from Drew University. He holds a FINRA Series 65 designation and is a CFA® charterholder. Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and Financial Times.
Tune in to hear:
Though market performance and the economy aren’t one in the same, and the market is forward looking in nature, it is still surprising how much it rallied in 2020 in spite of the year’s struggles. What sense can we make of this?
The Fed and The Federal Government’s response to the pandemic may account for why the market is in the position it is. What do you say to critics of the government’s enormous response?
What are Tim’s expectations of the market moving into 2021?
What is Tim’s take on emerging markets and international stocks in a post-covid world?
Bonds and fixed income used to act as a ballast in one’s portfolio. With their rates so low, and even negative at times, where can we look for a ballast in a portfolio now?
What is some behavioral advice for investors living through this taxing moment? What practical steps can they take to ensure they don’t sabotage their investments?
Compliance code: 0691-OAS-02/26/2021