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Will International Outperform US Stocks in 2015? - Cambiar Investors

Posted by WrapManager's Investment Policy Committee
May 6, 2015

Cambiar_InvestorsCambiar's commentary highlights a cautious view on energy and reviews the strategy's international approach following Japan's surge in Q1. 

"The U.S. is poised to implement a tightening monetary policy at some point in 2015, while Europe and Japan are in the early-to-middle innings of aggressive monetary expansion programs. Given the cyclical nature of markets, it would not be a surprise if international markets outpace U.S. stocks over the next few years."


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