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Global Perspectives

Jun 26, 2014

Midyear Outlook: Four Big Macro Trends at Work

By Henry H. McVey

Our updated asset allocation framework reflects the four big macro trends we currently see driving returns across the global capital markets. First, i....

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....

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....

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....

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....

Jun 18, 2012

The World in Rebalancing Mode: A Marathon, Not Sprint

By Henry H. McVey

After nearly a decade of accumulating macro imbalances in the global economy, something had to give. The boom-bust cycle of 2001–2008 saw growing....