Bill Miller, Chief Investment Officer
On this week’s podcast (recorded February 26, 2016), Bill discusses the recent string of positive news, the hopeful outcome following the G20 Summit, and what still remains as cause for concern:
What we like: G20 Summit underway to discuss new policies intended to help support economic growth around the world; Communist party in China soon to meet to discuss five-year plan; stock markets have rallied a bit recently
What we don’t like: Economic data continues to be mixed; need a steadier drumbeat of good data to gain more confidence
What we’re doing about it: Tactically speaking, we are leaning towards a more bullish stance; monitoring the stabilization of oil 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. Brinker Capital, Inc., a Registered Investment Advisor.