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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....

Mar 08, 2016

Spotlighting 2016’s Great Debates

By Henry H. Mcvey

Despite the recent sell-off in risk assets, we still do not think that 2016 is the time to lean in. Our base case is that the investment climate re....

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....

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....

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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