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Global Perspectives

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....

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....

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....

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....