Investment Insights Podcast – June 30, 2015

Bill MillerBill 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.


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