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Global Perspectives

Nov 02, 2020

The Odyssey

By Christopher A. Sheldon

THE ODYSSEY For centuries humanity has embarked on many different types of journeys. The concept of a jou....

Oct 01, 2020

The Road Ahead

By Henry H. McVey

The Road Ahead In recent weeks we have received a slew of requests for more insights about China’s changing ro....

Sep 24, 2020

The New Normal

By Paula Campbell Roberts

The Long-Term Impact of COVID on Cities & Consumers In this paper, I will explore the impact of COVID-19 on US cons....

Jul 30, 2020

The Twilight Zone

By Christopher A. Sheldon

THE TWILIGHT ZONE The first quarter of 2020 will go down in history as the highest velocity market draw....

Jul 14, 2020

The End of the Beginning

By Henry H. McVey

The End of the Beginning In this report, our third note in this new post-COVID world in which we find ourselves, we ta....

May 19, 2020

Phase II: The Next Chapter

By Henry H. McVey

Phase II: The Next Chapter Following a fairly rapid ‘recovery’ in the capital markets after the advent of the coronavir....