Bill Miller, Chief Investment Officer
On this week’s podcast (recorded June 19, 2014):
What we like: A string of good economic news; earnings season looks strong; expectations rising; Fed tapering showing that they are being reasonable about their exit
What we don’t like: Fed seems to be ignoring the increased inflation
What we are doing about it: Emphasis on real assets; watchful of a summer correction.
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The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change.