Bill Miller, Chief Investment Officer
On this week’s podcast (recorded November 10, 2015):
What we like & what we don’t like: In a relatively unexpected move, it is now likely that the Fed will raise interest rates in 2015; this has both positive and negative implications; employment is strong as well as wage growth; but repaying loans back to U.S. gets more difficult
What we’re doing about it: Monitoring Fed policy; taking a slightly more conservative posture in our conservative models; looking to protect against downside risk
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.