Investment Insights Podcast – October 21, 2014

Bill MillerBill 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.

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