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Global Perspectives

Sep 28, 2022

The Times They Are A-Changin’

By Henry H. McVey

During an overall great run for financial assets in recent years, the Endowment and Foundation community – by almost all measures – exceeded expec....

Dec 07, 2022

The Law of the Jungle

By Christopher A. Sheldon, Kevin McMahon, Kristopher Novell

As we engage with our investors during these uncertain times, we are often asked, “Where are you seeing the most attractive relative value opportu....

Dec 13, 2022

Regime Change: The Benefits of Private Credit in the ‘Traditional’ Portfolio

By Henry H. McVey, Racim Allouani

We continue to believe that, in the new macroeconomic regime we have entered, the positive correlation between stocks and bonds will likely be long-....

Dec 19, 2022

Outlook for 2023: Keep It Simple

By Henry H. McVey

Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive tilt, especially on many par....

Jan 18, 2023

The Last Six Months of LIBOR: We Don’t Have to Live Like Sisyphus

By Tal Reback

Why Market Participants Should Act Now “The struggle itself is enough to fill a man’s heart.” –Albert Camus, The Myth of Sisyphus ....

Feb 09, 2023

Eye of the Tiger

By Henry H. McVey

We have been suggesting since the onset of the pandemic that we are experiencing a macro ‘regime change,’ driven this cycle by a variety of uniq....