Vlog: Quarter-end Q&A 1Q2019

Brinker Capital Global Investment Strategist, Tim Holland, CFA, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was:

  1. Have we seen the high in the stock market for the year?
  2. Is the yield curve indicating a recession is imminent?
  3. What is the market and economic impact of the Mueller Report?

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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.

Vlog – To Tell The Truth

Given the news flow and data points of late, Brinker Capital Global Investment Strategist, Tim Holland, CFA, poses the question to our $20 trillion economy, “Will the real US economy please stand up?” (recorded March 28, 2019).

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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.

Vlog – Quarter End Q&A: 4Q2018

Brinker Capital Global Investment Strategist, Tim Holland, CFA, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was:

  1. Why did US equities correct so sharply in 4Q2018?
  2. Why was the market so volatile in 4Q2018?
  3. Is the bull market over?

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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.

Vlog – Putting pullbacks in perspective

Tim Holland, Brinker Capital’s Global Investment Strategist, discusses the importance of putting near-term market performance in perspective before, as always, pivoting back to the fundamentals (recorded November 1, 2018).

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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.

Vlog – Quarter End Q&A: 3Q2018

Brinker Capital’s Global Investment Strategist, Tim Holland, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was:

  1. Can this record bull market continue to run?
  2. Will weakness in emerging market equities spark a bear market here at home?
  3. Will the Fed continue to raise rates and what might that mean for the economy?

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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.

Vlog – The markets vs. the mid-terms

Tim Holland, Brinker Capital’s Global Investment Strategist, discusses the upcoming Congressional mid-term elections, specifically what party will win the House and the Senate, and how markets might respond once the votes are counted.

 

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.

Vlog – Is value poised to gain on growth?

Tim Holland, Brinker Capital’s Global Investment Strategist, discusses how value stocks have badly lagged growth stocks, but there are signs that dynamic could be shifting.

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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.

Vlog – Quarter End Q&A: 2Q18

Brinker Capital’s Global Investment Strategist, Tim Holland, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was:

  1. Why did US equities rebound in Q2?
  2. Why did Emerging Market equities struggle during Q2?
  3. When will fixed income find its footing?

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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.

Vlog – Where risks reside

Tim Holland, Brinker Capital’s Global Investment Strategists, discusses the near-term risks to the US economy and the market as we approach the halfway point of 2018.

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.

Vlog – The yield curve: What is it and why does it matter?

Brinker Capital’s Global Investment Strategist, Tim Holland, discusses what the yield curve is, why investors focus on it and what it might be telling us today about the state of the economy.

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.