Bill 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.