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Global Perspectives

Oct 24, 2013

Europe: Marginal Change Thesis Remains on Target

By Henry H. Mcvey

As we first detailed in our May 2013 piece “Europe: Focus on the Marginal Change,” our base view remains that the current restructuring in Europe ....

Jan 09, 2014

Outlook 2014: Stay the Course

By Henry H. Mcvey

We believe that we are now entering the global synchronous phase of a long but bumpy recovery process that started in 2009. However, unlike many other....

Feb 20, 2014

China: Repositioning Now Required

By Henry H. Mcvey

The Chinese economy is still undergoing a significant transition, including its diminishing role as the low cost “manufacturer to the world.” As s....

Apr 04, 2014

Global Macro Outlook: Soft Spots Emerge

By Henry H. Mcvey

While we believe that the current economic expansion will extend through late 2016 or early 2017, a variety of stresses are beginning to build up acro....

May 15, 2014

Alternative Capital’s Critical Role in Rebuilding Europe’s Economy for the Long Term

By Nathaniel M. Zilkha

Summary The global financial crisis of 2008 dealt a significant economic blow to much of the Eurozone. A lasting consequence of the crisis is a pr....

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....