Tim Holland, CFA, Senior Vice President, Global Investment Strategist
On this week’s podcast (recorded September 29, 2017), Tim discusses how we at Brinker Capital do not currently see a reason to change our thinking on market history and fundamentals as we head into October.
- We have been overweight risk assets and overweight U.S. equities.
- So far, as we move into the end of Q3, the expected pattern of equity market strength is holding, with the S&P 500 up more than 3% in the quarter.
- We see many more positives than negatives when we consider the underlying fundamentals for the market and the economy.
For Tim’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.