On this week’s podcast (recorded January 30, 2014):
- What we like: Acceleration in the sales for companies; Pick-up in housing survey data; States building surplus; Global synchronized recovery.
- What we don’t like: Emerging markets uncertainty; Investor sentiment too high
- What we are doing about it: Hedging appropriately in tactical and strategic portfolios; Hedging against emerging market risks; Underlying currents strong.
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The views expressed are those of Brinker Capital and are for informational purposes only. Holdings are subject to change.