Global Perspectives

The New Consumer

The New Consumer

The New Consumer Introduction Ten years into the longest economic recovery in the history of the United States, investors are becoming increasingly concerned about a downturn. Along with the late cycle, trade tensions, stagnating corporate margins, and a Federal Reserve with limited tools in its coffers are legitimate reasons for a higher degree of caution. The consensus view however is that the consumer is in great shape, and since that sector represents two-thirds of the economy, ....

Aug 06, 2019

Hot Spots

By Henry H. Mcvey

Hot Spots We recently journeyed to Beijing and London, two of the most important geopolitical “hot spots” for global investors these days. Both....

Jun 20, 2019

Stick to the Plan

By Henry H. Mcvey

Stick to the Plan With all the geopolitical ‘noise’ swirling around these days, there is a growing propensity in the investment community ....

Apr 16, 2019

The Uncomfortable Truth

By Henry H. Mcvey

As the intensifying yearn for yield by investors increasingly bumps up against “the uncomfortable truth” of declining interest rates amidst s....

Feb 27, 2019

Another Swing at the Plate

By Henry H. Mcvey

In response to a surge in client questions we have fielded since our 2019 Outlook piece was published in early January, we are taking “another swing....

Jan 09, 2019

Outlook for 2019: The Game Has Changed

By Henry H. Mcvey

As we begin 2019, we definitely tilt more positive in our global asset allocation and macro positioning, despite our call for a weaker economic enviro....