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Global Perspectives

Apr 04, 2014

Global Macro Outlook: Soft Spots Emerge

By Henry H. McVey

While we believe that the current economic expansion will extend through late 2016 or early 2017, a variety of stresses are beginning to build up acro....

Feb 20, 2014

China: Repositioning Now Required

By Henry H. McVey

The Chinese economy is still undergoing a significant transition, including its diminishing role as the low cost “manufacturer to the world.” As s....

Jan 09, 2014

Outlook 2014: Stay the Course

By Henry H. McVey

We believe that we are now entering the global synchronous phase of a long but bumpy recovery process that started in 2009. However, unlike many other....

Oct 24, 2013

Europe: Marginal Change Thesis Remains on Target

By Henry H. McVey

As we first detailed in our May 2013 piece “Europe: Focus on the Marginal Change,” our base view remains that the current restructuring in Europe ....

Sep 10, 2013

Asset Allocation in a Low Rate Environment

By Henry H. McVey

Now that the Federal Reserve is committed to some form of tapering, we believe that asset allocation within the fixed income arena becomes even more s....

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....