Andrew Goins, Investment Manager
On this week’s podcast (recorded April 13, 2017), Andrew discusses a few things we’re paying close attention to right now.
- After two Fed rate hikes within 4 months, we’re seeing a bit of a reversal. We’ve seen empirical evidence highlighting the improvement across active managers in the first quarter.
- Over the last few months we’ve seen correlations across stocks come down significantly, and is now at the lowest level since 2001.
- We are beginning to see signs that inflation is ticking up, and should only continue if Trump’s pro-growth policies come to fruition
- The market is likely overdue for a near term pull-back and we are somewhere in the back half of this business cycle
For Andrew’s full insights, click here to listen to the audio recording.
The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.