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Global Perspectives

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 ....

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....

Jun 27, 2013

Indonesia: Transitioning Potential Into Reality

By Henry H. McVey

In a world increasingly starved for growth, we believe Indonesia has several substantial macro tailwinds that will continue to drive its GDP higher &n....

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....

Apr 09, 2013

China in Transition

By Henry H. McVey

From almost any vantage point, it appears that China is at somewhat of an inflection point in its rich cultural and economic history. The government, ....

Feb 19, 2013

Natural Resources: A Step Further

By Henry H. McVey

The recent macro backdrop of historic quantitative easing, intensifying globalization, and geopolitical supply threats has increasingly informed ou....