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Cambiar Investors Commentary - China, Greece, and Interest Rates

Posted by WrapManager's Investment Policy Committee

August 27, 2015

Cambiar Investor's Q2 2015 market commentary discusses China, interest rates, and what it all means so far this year. 

"The Waiting Game

Financial market returns were quiet in the second quarter, seemingly waiting for some kind of definitive signal that never arrived. The S&P 500 Index, MSCI EAFE Index, and MSCI Emerging Markets Index were each essentially flat for the quarter, with relatively limited volatility. The former two had each about a 3% gain going into the last 10 days of the quarter, but surrendered their gains as Greece threatened (for the fifth time in as many years) an uncontrolled debt default and exit from the Euro system. The Greek's gamesmanship was once again cauterized by international financial agencies only after the Greeks were very bluntly threatened back with the same medicine. This suggests that European authorities are no longer concerned that a Greek Eurozone exit would be a systemically destabilizing event.

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Economic/Market Outlook Cambiar Investors, LLC

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