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Global Perspectives

May 08, 2012

The Emergence of Brazil: An Unfinished Story...

By Henry H. Mcvey

Brazil’s rise as an important and largely self-sufficient economic power has been impressive. As we look forward, positive demographic and incom....

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....

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....

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....

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....

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....

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