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Global Perspectives

Jun 27, 2013

Indonesia: Transitioning Potential Into Reality

By Henry H. Mcvey

In a world increasingly starved for growth, we believe Indonesia has several substantial macro tailwinds that will continue to drive its GDP higher &n....

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....

Apr 09, 2013

China in Transition

By Henry H. Mcvey

From almost any vantage point, it appears that China is at somewhat of an inflection point in its rich cultural and economic history. The government, ....

Feb 19, 2013

Natural Resources: A Step Further

By Henry H. Mcvey

The recent macro backdrop of historic quantitative easing, intensifying globalization, and geopolitical supply threats has increasingly informed ou....

Jan 16, 2013

Outlook for 2013: A Changing Playbook

By Henry H. Mcvey

As part of our “changing playbook” thesis, we see four important macro themes worthy of investor attention in 2013. First, we believe that investo....

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....