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Outlook for 2018: You Can Get What You Need
BY HENRY H. MCVEY • Jan 11, 2018

Outlook for 2018: You Can Get What You Need

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 harder to get ‘what you want’ when it comes to uncovering new and compelling investment opportunities. Credit spreads are tight, margins are elevated, volatility is low, and valuations are full in many instances. We are also adding stimulus to the U.S. economy at a time when it probably is not needed. The good news, however, is that our work s....

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....

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....

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....

May 10, 2017

The Ultra High Net Worth Investor: Coming of Age

By Henry H. Mcvey

If we are right about the macroeconomic backdrop that we laid out in our 2017 Outlook: Paradigm Shift, then Ultra High Net Worth investors, particular....

Mar 30, 2017

Europe: Complexity Rules

By Henry H. Mcvey

Our most recent macro deep-dive across Europe left us with several high conviction investment conclusions. First, we have boosted our European GDP for....

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