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Global Perspectives

Nov 02, 2014

Unlocking the World for Central and Eastern European Champions

By Johannes P. Huth, Tomáš 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....

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....

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 ....

May 17, 2013

Europe: Focus on the Marginal Change

By Henry H. Mcvey

Similar to what we saw in the after-math of the 1998 Asian Financial Crisis, Europe is now undergoing a brutal restructuring. No doubt, we believe thi....

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....