The Absolute Return Letter – August/September 2015 – Doodles from an eventful summer

Doodles from an eventful summer

This month’s Absolute Return Letter is a little different. It was a very eventful summer with many incidents impacting financial markets and we have compiled all these topics into one letter. China is, not surprisingly, a core subject. If the Chinese economy is slowing (and it is), we don’t think China is in for a hard landing. If anyone is in the near term – and this may surprise you – we think the U.S. and the euro zone are far more likely candidates.

Enjoy the read.

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