Thematic Signals

Share this post

Thematic Reading #42, Vol. 6

tematica.substack.com

Thematic Reading #42, Vol. 6

Even the big holiday shopping weekend couldn't slow the pace of thematic signals.

Tematica Research
Nov 28, 2022
1
Share

While more than a few people were taking advantage of holiday shopping deals and online sales over the last few days, we at team Tematica were collecting the latest confirmation points for our investment themes and indices. Read on!

brown fountain pen on notebook
Photo by David Travis on Unsplash

Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:

  • Aging is the Real Population Bomb

  • How Does the Aging Population Affect Our Fiscal Health

  • The State of the Nation’s Nursing Shortage

  • A nursing shortage is looming: How hospital leaders can help

Consumer Inflation Fighters
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:

  • Restaurants, Grocery Stores Battle Over Consumers’ Stretched Dollars

  • Walmart Attracting Wealthier Customers Looking for Cheaper Groceries as Inflation Rages

  • U.S. shoppers alone in boosting Black Friday spend as cost-of-living crisis hits Europe

Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:

  • Ransomware gang targets Belgian municipality, hits police instead

  • The biggest security risks of using fitness trackers and apps to monitor your health

  • For Gaming Companies, Cybersecurity Has Become a Major Value Proposition

  • 487 Million WhatsApp Users Mobile Numbers for Sale on Hacking Forum

  • The feds warn that hackers could hold Midwestern harvests hostage with ransomware

Digital Infrastructure & Connectivity
The buildout and upgrading of our Networks, Data Storage Facilities, and Equipment:

  • Black Friday online sales top $9 billion in new record

  • How connected automation will release the potential of IoT

  • 5G set to cover 80% of India by next October if chip supply is assured

  • EU Paves The Way For 5G In Airplanes

  • ZTE Complete 6G Network Tests

Digital Privacy & Identity
Companies providing the tools and services that verify authorized users and safeguard personal data privacy:

  • Identity in the metaverse: Creating a global identity system

  • Biometrics trusted for payments at World Cup

  • EU gets serious on privacy, but too many companies ignore the risk

  • 487 Million WhatsApp Users Mobile Numbers for Sale on Hacking Forum

EV Transition
Capturing the transition to EVs and related infrastructure from combustion engine vehicles:

  • U.S. Inflation Reduction Act to Boost EV Adoption by 20 Percent

  • EV adoption lags in the US heartland, but that may soon change

  • California Regulators Adopt $1 Billion Transportation Electrification Program

  • Google Maps got a big update that shows where fast-charging EV stations are and more

  • London EV charging infrastructure update

Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:

  • Luxury goods boom in Britain as super-rich youngsters buck the recession

  • Gen Z and millennials are driving growth in the luxury-goods market, study shows

  • Annual Sales of Personal Luxury Goods Are Set to Surge Again

Rebuilding America
Turning the focused spending on rebuilding US infrastructure into revenue and profits:

  • Rebuilding American Infrastructure

  • Shovels Can Hit the Ground for Multi-Billion Dollar O’Hare Airport Terminal

  • $3bn projects looks to upgrade energy across three US states

  • Biden-Harris Administration Announces $13 Billion To Modernize And Expand America's Power Grid

Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources:

  • Industry investments in sustainable packaging accelerating

  • Precision Agriculture - What do EU Farmers Want?

  • High-Tech Farming Could Slash Water Use Up to 70 Percent Amid Historic Droughts


Recent Thematic Signals

  • Thematic Reading #41, Vol. 6

  • What Doctor Copper Says About EVs and Infrastructure Spending

  • Thematic Reading #40 Vol. 6

  • Talking Cybersecurity with Netography's Martin Roesch

  • Thematic Reading #39 Vol. 6

  • Thematic Reading #38 Vol. 6


Tematica Thematic Indices

  • Foxberry Tematica Research Cybersecurity & Data Privacy Index

  • Foxberry Tematica Research Sustainable Future of Food Index

  • Tematica BITA Cleaner Living Sustainability Screened Index

  • Tematica BITA Data Privacy and Digital Identity Index

  • Tematica BITA Digital Infrastructure & Connectivity Index

  • Tematica Research Thematic Dividend All-Stars Index

Thanks for reading Thematic Signals+! Subscribe for free to receive new posts and support my work.

1
Share
Comments
Top
New

No posts

Ready for more?

© 2023 Tematica Research
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing