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Global Perspectives

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....

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....

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, ....

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....

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....

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....