Bill Miller, Chief Investment Officer
On this week’s podcast (recorded October 16, 2015):
What we like: Fed preaching lower interest rates for longer periods extends friendly monetary policy; Consumer sentiment higher than expected and may indicate potential higher sales and earnings for retailers during holiday season
What we don’t like: Sales growth generally weak; Walmart missed earnings; need growth for stocks to go higher
What we’re doing about it: Looking for positive signs of growth, perhaps that’s consumer sentiment
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.