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Global Perspectives

Jan 16, 2013

Outlook for 2013: A Changing Playbook

By Henry H. Mcvey

As part of our “changing playbook” thesis, we see four important macro themes worthy of investor attention in 2013. First, we believe that investo....

Nov 15, 2012

India: Shifting Landscape

By Henry H. Mcvey

A recent trip to India quickly reminded me that the country is bursting with macro-economic potential. Powerful demographics, rising GDP per capita....

Oct 12, 2012

Financial Services: The Road Ahead

By Henry H. Mcvey

The financial services industry is undergoing a sea change, we believe. Heightened regulation, de-leveraging, and low rates are all challenging tra....

Sep 19, 2012

Real Estate: Focus on Growth, Yield and Inflation-Hedging

By Henry H. Mcvey

In general, we are attracted to many parts of the real estate market because we view the asset class as a compelling play on our macro view that gr....

Jul 16, 2012

China’s Rebalancing Act

By Henry H. Mcvey

China staged a mighty rise at the dawn of the 21st century to become the world’s preeminent manufacturer. The economic growth and prosperity it h....

Jun 18, 2012

The World in Rebalancing Mode: A Marathon, Not Sprint

By Henry H. Mcvey

After nearly a decade of accumulating macro imbalances in the global economy, something had to give. The boom-bust cycle of 2001–2008 saw growing....