Over the last few weeks all the noise and talk has been about Greece, and we have got very little to add on that. We did not know what the outcome would be and we did not know what the market reaction would be after the outcome, so we have not really changed the portfolios at all. And I think we have had the three big macro concerns of the Chinese stock market, the Greek crisis and the Fed tightening. These all seem to slowly be getting a little bit of clarity, and for us this is very exciting because it means it is now time to focus on fundamentals.
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