Investment Insights Podcast: Should investors fear the FANG stocks?

Holland_Podcast_150x126Tim Holland, CFA, Senior Vice President, Global Investment Strategist

On this week’s podcast (recorded June 30, 2017), Tim addresses the phenomena that is the FANG stocks.

 

Quick hits:

  • The FANG stocks have outdistanced the index in 2017; however, on an equal weighted basis, the S&P 500 is up approximately 7.4%, near what the cap weighted index has returned and a sign that market gains have been broad based
  • While the FANG phenomena may make for good TV content and market chatter, we don’t think it represents a risk to the recent rally
  • So, should investors fear the FANG stocks? At Brinker Capital, we believe the answer is no.

For Tim’s full insights, click here to listen to the audio recording.

investment podcast 7-6-17

 

This is not a recommendation for Facebook, Amazon, Apple, Netflix and Google. These securities are shown for illustrative purposes only.

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.

Investment Insights Podcast: Amazon announcement sending shockwaves across a few industries

Goins_Podcast
Andrew Goins
, Investment Manager

On this week’s podcast (recorded June 26, 2017), Andrew discusses the impact of Amazon’s acquisition of Whole Foods.

 

Quick hits:

  • The announcement of Amazon’s $13.7B acquisition of Whole Foods last Friday resulted in significant declines across most of the grocery retailers, as investors grapple with how this merger will impact the grocery industry.
  • Although the money managers we work with don’t make investments based on a thesis that the company will likely be acquired, Amazon’s recent purchase of Whole Foods has resulted in speculation around who their next target will be.
  • While Amazon is just one company and won’t take over the entire world, it is clearly a disruptor and shouldn’t be ignored.

For Andrew’s full insights, click here to listen to the audio recording.

This is not a recommendation for Amazon or Whole Foods, these securities are shown for illustrative purposes only.

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.

Investment Insights Podcast: Recent rally in European stocks

Jeff Raupp, CFARaupp_Podcast_Graphic, Director of Investments

Year to date, we’ve seen European stocks rally over 15%, just about double the return of the S&P 500 index.

So what’s not to like?

Listen to the latest Investment Insights Podcast to learn about Brinker Capital’s perspective on European stocks.

shutterstock_9514525 (8)

 

 

 

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.