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Global Perspectives

May 15, 2014

Alternative Capital’s Critical Role in Rebuilding Europe’s Economy for the Long Term

By

Summary The global financial crisis of 2008 dealt a significant economic blow to much of the Eurozone. A lasting consequence of the crisis is a pr....

Oct 24, 2013

Europe: Marginal Change Thesis Remains on Target

By Henry H. McVey

As we first detailed in our May 2013 piece “Europe: Focus on the Marginal Change,” our base view remains that the current restructuring in Europe ....

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....

Oct 12, 2012

Financial Services: The Road Ahead

By Henry H. McVey

The financial services industry is undergoing a sea change, we believe. Heightened regulation, de-leveraging, and low rates are all challenging tra....