Bill Miller, Chief Investment Officer
On this week’s podcast (recorded April 10, 2015):
What we like: More talk about a global synchronized recovery; U.S. driving global growth; more positive news out of Europe, Japan, and India; China’s better-performing stock market
What we don’t like: Higher equity valuations in U.S., meaning stock market has marched upward; earnings estimates in first quarter have ratcheted down; first quarter may be a temporary slowdown or a sign of a bigger slowdown ahead
What we’re doing about it: Closely watching first quarter earnings; anticipating positive guidance from U.S. companies
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.