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Adult Swim Only: 2016 Mid-year Update
BY HENRY H. MCVEY • Jun 27, 2016

Adult Swim Only: 2016 Mid-year Update

We stick to our base case that we remain in an “Adult Swim Only” investment environment, as we see more asynchronous growth ahead. Against this backdrop, however, we still see significant opportunity. Private Credit has emerged as one of our favorite investment ideas in today’s current environment of low rates and uneven global growth. Not surprisingly, we also favor Real Assets that can deliver yield and growth, and our research suggests Private Equity is likely to outperform Public Eq....

May 10, 2016

China: Mounting Macro Paradox

By Henry H. Mcvey

A recent visit to China gives us more assurance that there is a base rate of economic growth that the government — using a variety of monetary an....

Mar 08, 2016

Spotlighting 2016’s Great Debates

By Henry H. Mcvey

Despite the recent sell-off in risk assets, we still do not think that 2016 is the time to lean in. Our base case is that the investment climate re....

Jan 12, 2016

Outlook for 2016: Adult Swim Only

By Henry H. Mcvey

We approach early 2016 with caution. In our view, valuations are not cheap at a time when central bank policy in the U.S. is changing, global trade....

Sep 08, 2015

U.S. Equities: Begin the Process of “Leaning In”

By Henry H. Mcvey

We are adding two percent to our U.S. Equity position, lifting our weighting to 22% from 20% and a benchmark of 20%. This increase now takes our ov....

Jun 25, 2015

Midyear Outlook: Five Distinct Macro Disconnects

By Henry H. Mcvey

While we certainly appreciate that generating outsized returns has gotten more complicated as the cycle has progressed, we still see five distinct ....

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