Bill Miller, Chief Investment Officer
On this week’s podcast (recorded June 26, 2015):
What we like: Consumer is healthier; stronger wage increases; consumer income and spending increasing
What we don’t like: Opposite occurring with corporations; they are not investing as much in their businesses; yields lower productivity
What we’re doing about it: Staying put; feels like a mid-cycle weakness; monitoring the slow, but positive economic growth
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.