Bill Miller, Chief Investment Officer
On this week’s podcast (recorded October 27, 2015):
What we like: Tentative budget debt deal between Congress and President should fund government for next several months; better news and business activity out of China; U.S. consumer balance sheet good; wage growth positive; oil prices remain low
What we don’t like: Initial third quarter earnings just OK; some sales misses due to strong dollar and energy; manufacturing sector under great pressure
What we’re doing about it: Slow and steady wins the race; keeping an eye on any recession-related talk
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.