Thematic Reading #37 vol 6
Thematic Reading #37 vol 6
On the beach or at the lake as the summer starts to wind down? We've got you covered with this edition of Thematic Signals
As we enter the last few weeks of the summer before too long it means moving past the Back to School shopping season with students actually heading back to school. Typically that means squeezing in the last bit of summer vacation which also tends to lead to one of the seasonally slowest times of the year for Wall Street. Even though trading volumes are likely to slow considerably over the next few weeks, we continue to find a plethora of signals for our various investment themes, models, and indices. Enjoy!
Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:
Is the housing market vulnerable to the 'Silver Tsunami' as Canadians grow older?
As nursing homes recover from pandemic, shortage of skilled staff persists
Cleaner Living
Growing demand for items that claim to be better for you and the planet:
Woolworths SA stores to phase out 15c reusable plastic shopping bags
Evolving Consumer Preferences Drive Innovation in Food Flavors and Enhancers Industry
Consumer Inflation Fighters
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:
Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:
7-Eleven Denmark confirms ransomware attack behind store closures
After Colonial Pipeline, Critical Infrastructure Operators Remain Blind to Cyber-Risks
Transit Is Seeing More Cyber Threats, Many Agencies Aren’t Ready
Digital Infrastructure & Connectivity
The buildout and upgrading of our Networks, Data Storage Facilities, and Equipment:
Nothing cloudy about the outlook for infrastructure spending
Verizon Business CEO on three big trends—mobility, broadband, cloud
Digital Privacy & Identity
Companies providing the tools and services that verify authorized users and safeguard personal data privacy:
Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:
Rebuilding America
Turning the focused spending on rebuilding US infrastructure into revenue and profits:
California Forward to support Calif.'s federal infrastructure spending project
State lays out $34.6B multi-year infrastructure spending plan
Reality of more than $1B in water funding washes over South Dakota municipalities
Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources:
Atlantic Bottling announces sustainable packaging initiative
Farm-to-snack brand Lecka pioneers sustainable packaging in Singapore
One in four UK adults willing to pay more for sustainable packaging
Recent Thematic Signals