July 2015 Investment Strategy

The U.S. stock market has been unusually quiet during the first half of 2015. In fact, according to Bespoke Investment Group, there has never been a year when the S&P 500 has hovered this close to the unchanged level so far into the year. While the U.S. markets have been quiet, events are heating up overseas. The biggest headline has been the deteriorating situation in Greece and its possible exit from the Eurozone. However, more significant has been the stock market bubble in China and the increasingly aggressive moves by its government to stem a significant market decline and reinvigorate their economy. We believe both situations will result in money moving from developing toward developed countries in the future. In particular, funds will move to the U.S. and to a lesser degree, the U.K. and Japan.

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