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Global Perspectives

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, Tomas 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....

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....