Bill Miller, Chief Investment Officer
On this week’s podcast (recorded October 20, 2014):
What we like: Market corrected it’s 10%; associated with Fed intent to end its Quantitative Easing policy; global tax break; Germany and France working together on new budgets
What we don’t like: The Fed has sent a bit of a mixed signal, creating some uncertainty in the markets
What we’re doing about it: Looking at purchasing more U.S. equities; anticipating an overweight to equities as we get closer to the holidays
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.