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Eye on the Market, March 31, 2011

Megabytes, Megabanks and Megawatts. This week in the attached note, we get back to the nuts and bolts of investing, focusing on video and data infrastructure opportunities, and U.S. bank consolidation. In the Appendix, we focus on what future US electricity generation might look like, and why we are investing for the long run in natural gas-related exposures. This topic is particularly important given changes in regime stability in the Middle East, challenges facing nuclear power after Fukushima, and stats like 2010 being the warmest year on record since 1880, increasing the focus on carbon emissions.

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