Thematic Reading #42, Vol. 6
Even the big holiday shopping weekend couldn't slow the pace of thematic signals.
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!
Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:
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:
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
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
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:
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: