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Each year, the Oreana Portfolio Advisory Service releases its Medium-Term Global Outlook. This important document looks out over the next five years to identify themes and actions that we expect will improve portfolio outcomes. In 2020, we successfully navigated the pandemic driven drawdowns, delivering great outcomes for our investors. In 2021, we were focused on sustaining the great returns our investors and partners had enjoyed through 2019 and 2021.

Here is a bitesize version which gives a brief overview of the key points of this month’s insights:

Bitesize Portfolio Advisory Insights - December 2021

 

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