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Global Perspectives

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 ....

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....

May 19, 2014

Mexico: Different Investment Lens Required

By Henry H. Mcvey, Vance Serchuk

Given both the breadth and depth of a new reform agenda, we think Mexico is approaching an inflection point that offers the opportunity to invest in b....

Apr 04, 2014

Global Macro Outlook: Soft Spots Emerge

By Henry H. Mcvey

While we believe that the current economic expansion will extend through late 2016 or early 2017, a variety of stresses are beginning to build up acro....

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 ....

Jun 27, 2013

Indonesia: Transitioning Potential Into Reality

By Henry H. Mcvey

In a world increasingly starved for growth, we believe Indonesia has several substantial macro tailwinds that will continue to drive its GDP higher &n....

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