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Sweet 16 - Investment Themes for 2016
We present our 16 Key Investment Themes for 2016. The year ahead could prove to be challenging on many fronts and we expect investors to tread carefully and remain nimble throughout the year.
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Let's Not Miss the Forest for the Trees; Macro Drives Ute Sector Appeal
Investors are focused on the possibility of a December 16 Fed rate hike and if rates will continue to rise. Not surprisingly, utility investors are on the sidelines
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Category: research Research
comScore State of the US Online Retail Economy Takeaways
We joined the comScore State of the U.S. Online Retail Economy in Q3 2015 webinar today to hear about key e-commerce trends that will drive the upcoming holiday season
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Category: research Research
Internet @ 20: More Dynamic, More Disruptive and More Desirable Than Ever Before
The pace of technology evolution over the past 20 years seems far more substantial than the prior 30 years and we believe that the next 10 years will be just as, or even more, critical for many Internet companies