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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

November 24, 2010: Emergence of a Middle Class in Developing Economies

One of our current investment themes is the emergence of a middle class in developing economies where five to ten years ago the vast majority of people were either very wealthy or very poor. As a result of this societal change,... Read more »

November 23, 2010: An Overview of The Changing Landscape in Film-Making

This article in Wharton Magazine (link below) provides an overview of the changing landscape in film-making. According to the article, three major factors are driving change in gross receipts: new distribution vehicles,... Read more »

November 19, 2010: The Ultimate Multitaskers

New forms of communication are proliferating, and essentially all stem from or eventually morph into new forms of media. For those of us who grew up when dial telephones were a technological marvel and media consisted of printed... Read more »

November 10, 2010: Auto Turnaround

This article in Fortune magazine (link below) provides an encouraging look at the state of the US consumer. We draw your attention specifically to point number seven and the discussion of the auto sales rebound. The fact that the... Read more »

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