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Global Perspectives

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....

Sep 15, 2014

Investment Implications of an Asynchronous Global Recovery

By Henry H. Mcvey

Unlike past recoveries over the last 20 years, we see the current one as highly asynchronous. Central to our thesis, we believe, is a unique set of ma....

Jun 26, 2014

Midyear Outlook: Four Big Macro Trends at Work

By Henry H. Mcvey

Our updated asset allocation framework reflects the four big macro trends we currently see driving returns across the global capital markets. First, i....

Jun 01, 2014

Pension Plan De-Risking: Is LDI the Only Option?

By Girish Reddy, Eric Wolfe

In 2013, the strong performance of global equity markets in combination with rising rates substantially improved the funded status of most corporat....

May 20, 2014

The Way Forward: A New Economic Vision for America’s Infrastructure

By Aaron Dickie, Raj Agrawal

Summary Disruptive market, demographic, fiscal, and environmental dynamics are fundamentally reshaping America’s economic landscape. In this new ....

May 19, 2014

Mexico: Different Investment Lens Required

By Henry H. Mcvey, Vance Serchuk

Given both the breadth and depth of a new reform agenda, we think Mexico is approaching an inflection point that offers the opportunity to invest in b....