Bill Miller, Chief Investment Officer
On this week’s podcast (recorded February 11, 2014, prior to Janet Yellen’s first public statements since being sworn in):
- What we like: Emerging markets have quieted down; Improvement in the equity markets around the world, including the U.S.
- What we don’t like: Questions on how fast the global economies are growing
- What we are doing about it: We are hedged, but looking to remove hedges; tactical approach to Janet Yellen’s comments
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.
