Bill Miller, Chief Investment Officer
On this week’s podcast (recorded August 11, 2014):
What we like: Fair amount of correction in the equity markets around the world; small correction also in U.S.
What we don’t like: U.S. stock market will likely correct closer to their 10% before the Fed finishes bond-buying program in October
What we’re doing about it: Hedging more during seasonally-weak time period; mindful of midterm elections
Click the play icon below to launch the audio recording or click here.
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.