Investment Insights Podcast – February 7, 2014

Investment Insights PodcastBill Miller, Chief Investment Officer

On this week’s podcast (recorded February 6, 2014):

  • What we like: Stability in emerging market currencies; European Central Bank fighting deflation
  • What we don’t like: Hypersensitivity to growth metrics
  • What we are doing about it: Letting natural hedging between asset classes manage volatility; remaining neutral in other portfolios; looking for a good employment number

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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