Andrew Goins, Investment Manager
On this week’s podcast (recorded March 29, 2018), Andrew reviews the markets as the first quarter comes to a close.
- January was very much a continuation of the momentum driven market of 2017, with the S&P 500 up 5.73% for the month, but that all changed as we rolled into February.
- In addition to fears over trade wars and tariffs, a privacy scandal at Facebook as well as rhetoric around increasing regulation on mega cap tech companies has wreaked havoc on the FAANG stocks.
- Despite the more recent weakness in the tech sector, growth stocks are still ahead of value so far this year.
- We believe that active managers are positioned well to continue to take advantage of the higher volatility that is likely here to stay and should benefit as investors put a premium on quality and valuation.
For Andrew’s full insights, click here to listen to the audio recording.
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.