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Global Perspectives

Jun 07, 2017

Indonesia: Harnessing its Potential

By Henry H. Mcvey

Our recent trip to Southeast Asia leads us to upgrade our investment outlook for Indonesia. The country has one of the most compelling demographic sto....

Jul 13, 2017

Mid-year Update: Five Areas of Focus

By Henry H. Mcvey

As we peer around the corner today on what tomorrow might bring, our work still leads us to forecast lower overall returns. Against this backdrop, how....

Oct 11, 2017

Asia: Leaning In

By Henry H. Mcvey

In a world largely starved for structural growth, both cyclical and secular forces are now working in concert to create a favorable environment for ca....

Jan 11, 2018

Outlook for 2018: You Can Get What You Need

By Henry H. Mcvey

As we are poised to enter the 104th month of economic expansion amidst the second longest bull market on record in the United States, it is definitely....

Feb 13, 2018

What Does Population Aging Mean for Growth and Investments?

By Paula Campbell Roberts, Ken Mehlman

Global populations are aging – on this there is little debate. However, what that means for growth, investment and social cohesion has been less oft....

Mar 08, 2018

Diverging Paths

By Henry H. Mcvey

As we position our portfolio for the later stages of the economic recovery, we are further tilting our asset allocation targets to take advantage of t....