Investment Insights Podcast: While we feel the weight of the evidence leans positive, risks remain

magnotta_headshot_2016Amy Magnotta, CFASenior Investment Manager, Brinker Capital

On this podcast (recorded January 31, 2017), Amy discusses Brinker’s outlook over the short-term and intermediate-term.

  • The recent actions of President Trump have resulted in an increase in short-term political risk.
  • As we’ve seen before, new presidents typically struggle to get their footing early on in their administration and equities tend to be weaker in February as a consequence.
  • Because of the short-term impact of the negative headlines, Trump may have to spend down some of his political capital now, which could impact his ability to get his full agenda passed in the future.
  • Our view remains constructive on risk assets in the intermediate term.

Click here to listen to the full podcast.

Source: Brinker Capital. Views expressed are for informational purposes only. Holdings subject to change. Not all asset classes referenced in this material may be represented in your portfolio. Indices are unmanaged and an investor cannot invest directly in an index. All investments involve risk including loss of principal. Fixed income investments are subject to interest rate and credit risk. Foreign securities involve additional risks, including foreign currency changes, political risks, foreign taxes, and different methods of accounting and financial reporting. Brinker Capital Inc., a Registered Investment Advisor.

Investment Insights Podcast: Five things that I learned this week

Rosenberger_PodcastAndrew Rosenberger, CFA, Senior Investment Manager

On this week’s podcast (recorded January 13, 2017), Andy discusses some of the facts, figures, and interesting tidbits we come across. Quick hits:

  • Families will spend an average of $233,610 per child, from birth through the age of 17.
  • The World Economic Forum’s top five risks are 1) Extreme weather events 2) Large-scale involuntary migration 3) Major natural disasters 4) Large-scale terrorist attacks and 5) Massive incident of data fraud or theft.
  • Student loan debt now tops $1.4 trillion dollars.
  • The currencies of India, Mexico, and Russia are all undervalued to the tune of 25-45%.
  • U.S. oil production is now beginning to increase again.

For Andy’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.

Investment Insights Podcast: Under the radar risks that we’re watching

Rosenberger_PodcastAndrew Rosenberger, CFA, Senior Investment Manager

On this week’s podcast (recorded December 19, 2016), Andy discusses how we’re entering the most seasonally strong period of the calendar, and a few under the radar risks that Brinker Capital is watching. Quick hits:

  • Sentiment, is looking a bit too optimistic.
  • The U.S. Dollar has broken out to highs not last seen since 2003.
  • There has been a sense of moving away from globalization in the form of populism.
  • Markets are trading at levels notably higher than they were.
  • Clients are underexposed to risk in general for one reason or another.

For Andy’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.