Bill Miller, Chief Investment Officer
On this week’s podcast (recorded September 23, 2015):
What we like: Approaching the fourth quarter, coming out of a mid-cycle slowdown, should finally present greater opportunities of growth
What we don’t like: The lack of growth leading up to this point. Reports and surveys showing little to no growth recently; China’s growth slightly down; Europe’s growth minimal; U.S. growth similar to Europe, but at least positive
What we’re doing about it: Avoiding emerging markets that are decelerating; looking at developed markets where there are signs of positive growth
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.