Global Perspectives

May 17, 2013

Europe: Focus on the Marginal Change

By Henry H. Mcvey

Similar to what we saw in the after-math of the 1998 Asian Financial Crisis, Europe is now undergoing a brutal restructuring. No doubt, we believe thi....

Nov 15, 2012

India: Shifting Landscape

By Henry H. Mcvey

A recent trip to India quickly reminded me that the country is bursting with macro-economic potential. Powerful demographics, rising GDP per capita....

Oct 12, 2012

Financial Services: The Road Ahead

By Henry H. Mcvey

The financial services industry is undergoing a sea change, we believe. Heightened regulation, de-leveraging, and low rates are all challenging tra....

Sep 19, 2012

Real Estate: Focus on Growth, Yield and Inflation-Hedging

By Henry H. Mcvey

In general, we are attracted to many parts of the real estate market because we view the asset class as a compelling play on our macro view that gr....

May 08, 2012

The Emergence of Brazil: An Unfinished Story...

By Henry H. Mcvey

Brazil’s rise as an important and largely self-sufficient economic power has been impressive. As we look forward, positive demographic and incom....