Long-term Change and Investing

The world is changing. It is changing now and it will change tomorrow, again. Change is everywhere. Its frequency is accelerating. Its duration is lengthening. And, its magnitude is deepening and broadening. Change is fast and disruptive. As much as these statements might appear to be self-evident truths, change is not always front and center and continues to possess the remarkable capability to blindside decision-makers.

In an increasingly integrated world, where geographic and traditional industry sector boundaries are becoming less relevant, seeing the big picture, mapping interdependencies and assessing the dynamics of structural change have never been more important.

Over the course of the next several months we intend to explore the forces of structural change that are affecting the societal, technological, economic and political landscapes and hope to highlight the benefits of building an investment process that focuses on developing frameworks for contextualizing change and enabling capitalization.

Comments and thoughts are always welcome. See you soon.