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Over the past 10 years, investors have moved away from fixed income securities, largely thanks to low interest rates. With interest rates rising, advisors again turned to 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 that fixed income and alternative investments play in diversifying investor portfolios. Flade discusses how to determine when these assets are appropriate for clients based on their financial objectives, risk tolerance and time horizon.