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Global Perspectives

Jun 27, 2016

Adult Swim Only: 2016 Mid-year Update

By Henry H. Mcvey

We stick to our base case that we remain in an “Adult Swim Only” investment environment, as we see more asynchronous growth ahead. Against this....

Jan 12, 2016

Outlook for 2016: Adult Swim Only

By Henry H. Mcvey

We approach early 2016 with caution. In our view, valuations are not cheap at a time when central bank policy in the U.S. is changing, global trade....

Sep 08, 2015

U.S. Equities: Begin the Process of “Leaning In”

By Henry H. Mcvey

We are adding two percent to our U.S. Equity position, lifting our weighting to 22% from 20% and a benchmark of 20%. This increase now takes our ov....

Jun 25, 2015

Midyear Outlook: Five Distinct Macro Disconnects

By Henry H. Mcvey

While we certainly appreciate that generating outsized returns has gotten more complicated as the cycle has progressed, we still see five distinct ....

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....

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....

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