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Global Perspectives

Mar 30, 2017

Europe: Complexity Rules

By Henry H. Mcvey

Our most recent macro deep-dive across Europe left us with several high conviction investment conclusions. First, we have boosted our European GDP for....

Jan 11, 2017

Outlook for 2017: Paradigm Shift

By Henry H. Mcvey

We view Donald Trump’s ascendancy to the Presidency of the U.S. as confirmation of a political and economic paradigm shift that started with Brexit ....

Oct 13, 2016

Asia: Pivot Required

By Henry H. Mcvey

Beyond a rapidly changing macro outlook, the tools required to be a successful investor in Asia are changing too. As such, we think that investors....

Sep 07, 2016

Time to Focus: Five Key Investment Themes

By Henry H. Mcvey

Rising macroeconomic and geopolitical tensions are creating both opportunities and risks for global investors across the entire global capital mark....

Jun 27, 2016

Adult Swim Only: 2016 Mid-year Update

By Henry H. Mcvey

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....

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....