Top fund manager Donald Yacktman says government policies have him concerned about U.S. growth. Yacktman also tells Bloomberg that he’s still keying on high-quality companies that have fallen out-of-favor in the short term, and is seeing a lot of value in the healthcare sector. And he talks about the types of stocks that can deal well with inflation, and why he thinks bonds are “a real dangerous area”.

[youtube=http://www.youtube.com/watch?v=fRlJ7KT2Zfs]