"Next-generation games blur the lines between real and virtual worlds more than ever before, " he said.

WSJ: Sony Announces PlayStation 4 Videogame Console

Tolkien series in the 1960s and 70s as teens to the younger generation who can quote lines from the movie from memory and who are the target audience for the LEGO toys.

CNN: Lord of the Rings lines, as delivered by LEGO characters

They point out that emerging economies have been frantically accumulating real assets, such as assembly lines and office towers, but their generation of financial assets has not kept pace.

ECONOMIST: Global imbalances