Bill Miller, Chief Investment Officer
On this week’s podcast (recorded January 23, 2015):
What we like: ECB announces stimulative policies; developed markets (Spain, Italy, France, etc.) to benefit; hopeful for positive impact domestically
What we don’t like: U.S. economy slowing; investors nervous about current and future growth rate; some fallout from drop in oil prices
What we’re doing about it: Holding tight and looking for the benefits of the ECB stimulus and lower energy prices
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.