Vlog – The markets vs. the mid-terms

Tim Holland, Brinker Capital’s Global Investment Strategist, discusses the upcoming Congressional mid-term elections, specifically what party will win the House and the Senate, and how markets might respond once the votes are counted.

 

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: Will Turkey topple the global economy?

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

On this week’s podcast (recorded August 24, 2018),
Tim discusses if the economic and market issues in Turkey might serve as catalysts for a global recession and bear market.

Quick hits:

  • The country’s Borsa Instanbul 100 Index is off 22% year to date and its currency, the Lira, has lost half its value against the US dollar.
  • Turkey accounts for 1.5% of the world’s GDP, so the country is a nominal contributor to global growth.

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


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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.

Vlog – Is value poised to gain on growth?

Tim Holland, Brinker Capital’s Global Investment Strategist, discusses how value stocks have badly lagged growth stocks, but there are signs that dynamic could be shifting.

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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: The US economy accelerates in Q2. Will the momentum continue?

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

On this week’s podcast (recorded July 30, 2018),
Tim discusses why the underlying components of the GDP growth report were most encouraging and speaks to why the US economy should continue to perform well into 2019.

Quick hits:

  • During Q2 the US savings rate was a very healthy 6.8%, this should keep the US consumer on firm financial footing, a key development when one considers the US economy is 70% consumer driven.
  • Both housing and inventories detracted from economic growth during Q2.
  • Nonresidential fixed investment – which is another way of saying spending by corporate America – increased a very healthy 7.3% during Q2, after rising an even stronger 11.5% in Q1.

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

investment podcast (31)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.

Vlog – Quarter End Q&A: 2Q18

Brinker Capital’s Global Investment Strategist, Tim Holland, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was:

  1. Why did US equities rebound in Q2?
  2. Why did Emerging Market equities struggle during Q2?
  3. When will fixed income find its footing?

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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: What’s submerging Emerging Markets?

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

On this week’s podcast (recorded July 6, 2018),
Tim discusses why 2018 is proving to be a very different story for EM equities relative to US and developed international equities.

Quick hits:

  • The MSCI EM Index is off approximately 6.5% year-to-date compared to a gain of 2.7% for the S&P 500 and a more modest loss of 2.4% for the MSCI EAFE, through the end of the second quarter.
  • While the volatility that accompanies EM equities can be unnerving, the long-term wealth building power of the asset class has been extraordinary.

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

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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.

Vlog – Where risks reside

Tim Holland, Brinker Capital’s Global Investment Strategists, discusses the near-term risks to the US economy and the market as we approach the halfway point of 2018.

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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: Demography is destiny

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

On this week’s podcast (recorded May 29, 2018),
Tim discusses how population trends play a key role in determining a nation’s fate.

Quick hits:

  • If a nation wants to see its GDP grow year on year, it needs either more people entering the workforce or the workforce increasing its productivity.
  • Fortunately for the US, our nation’s population continues to grow at a rate greater than most developed nations and not that far shy of overall global population growth.
  • The US seems poised to benefit from a meaningful demographic tailwind courtesy of our nation’s Millennials.

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

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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.

Vlog – The yield curve: What is it and why does it matter?

Brinker Capital’s Global Investment Strategist, Tim Holland, discusses what the yield curve is, why investors focus on it and what it might be telling us today about the state of the economy.

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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: The 60/40 portfolio in a world of rising rates, falling bond prices & increasing volatility

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

On this week’s podcast (recorded April 27, 2018),
Tim takes a closer look at the 60/40 portfolio, including how the past few years were particularly conducive to such an approach to portfolio construction and why we have likely just entered a more challenging period for this model.

Quick hits:

  • Over the past few years, both bonds and stocks moved higher in value, really an ideal – and unusual – environment for a 60/40 approach.
  • We think 2018 marks the beginning of a tougher road for the 60/40 portfolio.
  • We also think 2018 marks the beginning of a more favorable environment for Brinker Capital’s approach to portfolio construction and asset allocation.
  • We remain constructive on the outlook for both the economy and risk assets as we move through 2018.

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

 

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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.