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Global Perspectives

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 ....

May 14, 2015

Emerging Market Equities: The Case for Selectivity Remains

By Henry H. Mcvey

While the recent downturn in both valuations and return on equity might suggest that now is the time to begin buying public emerging market equities ....

Feb 24, 2015

China’s Rebalancing Effort: Will It Be Enough?

By Henry H. Mcvey

Over the past 10 years, China has been the fastest growing major economy in the world.  It has also had among the worst stock market returns a....

Jan 08, 2015

Getting Closer to Home

By Henry H. Mcvey

While the general backdrop for risk assets remains favorable, we are no longer advising folks to “Stay the Course” as we did in our January 201....

Nov 02, 2014

Unlocking the World for Central and Eastern European Champions

By Johannes P. Huth, Tomáš Kubica

Twenty five years after the fall of the Berlin Wall, the broader Central and Eastern Europe (CEE region) is once again a flashpoint of global geopo....