On this week’s podcast (recorded January 23, 2014):
- What we like: Strong manufacturing data out of Europe; Global synchronized recovery.
- What we don’t like: High-sentiment indicators; global markets fairly valued, but need to see faster growth to drive equity prices higher; China slowing
- What we are doing about it: Minor hedging in some portfolios; buying in the U.S. and European markets; looking at underlying global synchronized recovery as powerful force.
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The views expressed are those of Brinker Capital and are for informational purposes only. Holdings are subject to change.