A variety of important developments occurred in the second quarter of 2015:
- The US economy continued steadily towards normalization. Positive economic progress, coupled with other policy-related factors, appear to be increasing the probability of US rate rises later this year
- Small cap equities continued to outperform large cap. This behavior ties into the US economic story
- Strengthening of the US dollar took a pause, while international markets displayed further progress
- The problems in Greece continue to affect the Eurozone, but short-term repercussions may be more political in nature. Opportunities still exist in Japan despite recent strong performance
We invite you to read or hear more on these topics and our views on economic trends and marketplace valuations in our Investment Landscape, as well as our topical viewpoint on unintended consequences, by accessing the following links:
