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Global Perspectives

Sep 07, 2016

Time to Focus: Five Key Investment Themes

By Henry H. Mcvey

Rising macroeconomic and geopolitical tensions are creating both opportunities and risks for global investors across the entire global capital mark....

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....

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 ....

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 ....

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....

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