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Global Perspectives

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Call of the Market Wild
BY CHRIS A. SHELDON, Kristopher Novell, Tal Reback • May 13, 2022

Call of the Market Wild

As we began to witness this January, 2022 was certainly going to look and feel very different than the year prior. Closing out 2021 the market began to grapple with discrepancies in perception versus reality after a year of unprecedented and record-breaking issuance, performance and deal activity. January quickly snapped us back to the staunch reality of inflationary pressures, a hawkish Fed and an increasingly tepid market environment. Many of the market’s performance drivers over the last ....

Mar 24, 2022

State of Play

By Henry H. Mcvey

No doubt, war is a human tragedy. It requires heavy reflection on what has transpired and how it can be avoided in the future. However, the current....

Feb 18, 2022

Great Market Expectations

By Chris A. Sheldon, Kristopher Novell, Tal Reback

Originally published in serial form in 1860, and released as a book in 1861, Great Expectations by Charles Dickens remains today a brilliant and rel....

Feb 10, 2022

Labor in Transition

By Henry H. Mcvey

Even before the pandemic, our macro forecasts had been signaling that a structural shift in the U.S. employment market was taking place. Indeed, de....

Jan 27, 2022

You’re gonna need
a bigger boat!

By Matthieu Boulanger, Daniel Pietrzak

Through our recent conversations with management teams globally, we were reminded of the 1975 thriller “Jaws.” In it Mayor Vaughn exclaims “....

Dec 16, 2021

A Different Kind of Recovery

By Henry H. Mcvey

As we peer around the corner towards tomorrow, our macro viewpoint remains that this cycle will be different. The ongoing uncertainty linked to COV....

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