Investment Insights Podcast – January 31, 2014

Investment Insights PodcastBill Miller, Chief Investment Officer

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.

Click the play icon below to launch the audio recording.

The views expressed are those of Brinker Capital and are for informational purposes only. Holdings are subject to change.

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