Chief Investment Officer Robert Borden Publishes Q2 2015 Investment Letter

In this quarter's investment commentary, Robert Borden, Delegate Advisor's chief investment officer, has provided a brief update on the situation in Greece, including why we are relatively unconcerned with contagion spreading through the Eurozone. In the letter, he provides a primer and analysis regarding the relationship between inflation and interest rates, concluding that we do not see substantial upward pressure on long-term rates due to a lack of inflationary forces. Finally, we touch on an article by Stephen Schwarzman discussing a potential cause of the "next" financial crisis.

In addition, below are some materials we find informative and think you might find interesting as well:

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