Investment Insights Podcast – March 12, 2015

Bill MillerBill Miller, Chief Investment Officer

On this week’s podcast (recorded March 9, 2015):

What we like: Global economic growth; Europe QE policy under way

What we don’t like: Valuations have moved higher; interest rates may be moving up; size of stock market compared to the economy at a high level

What we’re doing about it: Taking a little risk off the table; intermediate and long-term outlook is good for economy and stock markets; keeping an eye out for currency weakness in emerging markets

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.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>