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Global Perspectives

May 05, 2021

Testing the Limits of Reflation

By Henry H. McVey

If ever there were a time to champion the mantras of our founders George R. Roberts and Henry R. Kravis to build like and trust, act with integri....

Mar 03, 2021

Another Voice Update: Value Creation Through Reflation

By Henry H. McVey

With a new stimulus package on its way as well as an accelerating number of the global populace receiving vaccines, we decided to drill down furt....

Feb 02, 2021

The Wisdom of Compounding Capital

By Henry H. McVey

Ultra High Net Worth investors have increasingly become more influential leaders in the global asset management industry, leveraging a more sizea....

Jan 29, 2021

Symphony No. 2020

By Christopher A. Sheldon

There are some stories that have neither a beginning nor an end, but rather, a turning point in the narrative from which one can choose to look ba....

Dec 17, 2020

2021: Another Voice

By Henry H. McVey

2021: Another Voice Back in April 2020, when we first began sharing our thoughts on the human tragedy and market implications of the global p....

Dec 09, 2020

A New Era for Supply Chains

By Neil R. Brown, Frances B. Lim

Why Supply Mesh Is the New Supply Chain and What that Means for Investors Over the last year, supply chains have become an unexpectedly urgent f....