The Absolute Return Letter – July 2015

The Absolute Return Letter – July 2015

The Absolute Return Letter, July 2015

A Return to Fundamentals?

June was a very eventful month, in particular here in Europe. Greece went from bad to worse, and the Greek people have now been asked to vote on their own destiny in a referendum scheduled for Sunday 5 July, which we expect to return in a ‘Yes’ vote.

However, Greece is not the only subject in the July Absolute Return Letter. Financial markets have in many ways behaved oddly since the near meltdown in 2008. The objective of this month’s letter is to look at whether we are finally beginning to see some sort of normalisation – as in a return to the conditions we had prior to 2008, and what that would mean in practice.

Enjoy the read.

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