Our Accuracy

Spreading Attitude on the Environment

Major increases in money moving into ESG funds, increase in corporate and governmental spending on renewables and climate adaptation technology.

Telemedicine Hits Its Stride

Digital technology changed consumers' habits, shifted their expectations and taught them new behaviors. Teledoc stock triples. Telemedicine expands broadly during the pandemic.

Brands, Branding and Changing Market Dynamics

Consumer packaged food and good brands face growth pressure and stock declines. Private label companies grow.

Video Games Grow Up

The gaming industry has become a cultural force on par with the music industry and Hollywood. Video game stocks see massive growth.

Advertising's Identity Crisis

Ad agency stocks underperform market. Shift in ad dollars from TV to digital accelerates. Companies relying on digital advertising see significant stock growth.

China Consumer Brand Strategy

Beijing's stategy of creating its own global brands while creating roadblocks for foreign brands operating in China. Many foreign brands and U.S. tech companies see less revenue from China than expected and leave the country. Chinese brands start to compete globally.

The Great Restructuring Comes to Video Distribution

Netflix stock rises for the rest of the decade and other streamers benefit from the rise of cord cutters and cord nevers. Content providers go OTT.

Spain's Green Shoots

Spain's GDP turns positive after years of decline. Unemployment declines for the rest of the decade.

A New Japan

The Nikkei 225 Index triples over the next decade.

The Consumer Value Hierarchy Emerges

Companies that are focused on providing resourceful, simple, connective and experiential offerings see their stocks rise for most of the decade. The beginning of the "Experience Economy."

Thriller Apps!

Apps drive smartphone adoption and change the nature of entertainment, retail, gaming, communications and more.

Networked Terrorism

The 9/11 terrorist attacks on the U.S.

Broadband Buildout

Telecom/CLEC, cable and infrastructure company stocks see significant growth.

Internet "The Killer App"

Changed the world as we now know it.