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Global Perspectives

Oct 13, 2016

Asia: Pivot Required

By Henry H. Mcvey

Beyond a rapidly changing macro outlook, the tools required to be a successful investor in Asia are changing too. As such, we think that investors....

May 10, 2016

China: Mounting Macro Paradox

By Henry H. Mcvey

A recent visit to China gives us more assurance that there is a base rate of economic growth that the government — using a variety of monetary an....

May 14, 2015

Emerging Market Equities: The Case for Selectivity Remains

By Henry H. Mcvey

While the recent downturn in both valuations and return on equity might suggest that now is the time to begin buying public emerging market equities ....

Feb 24, 2015

China’s Rebalancing Effort: Will It Be Enough?

By Henry H. Mcvey

Over the past 10 years, China has been the fastest growing major economy in the world.  It has also had among the worst stock market returns a....

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....

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....

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