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Global Perspectives

Jun 25, 2015

Midyear Outlook: Five Distinct Macro Disconnects

By Henry H. McVey

While we certainly appreciate that generating outsized returns has gotten more complicated as the cycle has progressed, we still see five distinct ....

May 14, 2015

Emerging Market Equities: The Case for Selectivity Remains

By Henry H. McVey

While the recent downturn in both valuations and return on equity might suggest that now is the time to begin buying public emerging market equities ....

Feb 24, 2015

China’s Rebalancing Effort: Will It Be Enough?

By Henry H. McVey

Over the past 10 years, China has been the fastest growing major economy in the world.  It has also had among the worst stock market returns a....

Jan 08, 2015

Getting Closer to Home

By Henry H. McVey

While the general backdrop for risk assets remains favorable, we are no longer advising folks to “Stay the Course” as we did in our January 201....

Sep 15, 2014

Investment Implications of an Asynchronous Global Recovery

By Henry H. McVey

Unlike past recoveries over the last 20 years, we see the current one as highly asynchronous. Central to our thesis, we believe, is a unique set of ma....

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....