Thematic Signals #40, Vol 6

And the Signals Just Keep Coming...

We’ve closed the books on 3Q 2022, and we’re on the road to the end of 2022. Even as time marches on we continue to receive confirming reports, articles, and data points for Tematica’s various investment themes, models, and indices. We could elaborate on the importance of thematic construction and how when it’s done right it identifies alpha opportunities, but there are a bunch of signals to chew through so we’ll let you get to it.

Photo by Kelly Sikkema on Unsplash

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

• ‘We Were Already Stretched Thin:’ A Nursing Shortage Is Straining D.C.-Area Hospitals

• An Aging Population Presents Traffic Challenges for Restaurants

• Visualizing The European Union’s Aging Population by 2100

• New York City isn’t ready for its aging population

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

• Unrelenting inflation is taking a toll, leaving more Americans living paycheck to paycheck

• Next Cuts Guidance as Inflation Weighs on UK Consumers

• Kraft-Heinz is increasing prices again

• Airline tickets could become even more expensive, aviation execs warn

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

• Data breaches at American Airlines, and Uber raise cybersecurity concerns

• Popular YouTube Channel Caught Distributing Malicious Tor Browser Installer

• Revolut confirms cyberattack exposed the personal data of tens of thousands of users

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

• Italian operators continue 5G FWA push

• How 5G can enable a future of connected vehicles

• 5G-powered autonomous vehicle demoed in Spain-Portugal

• How will 5G technology affect online casinos in Spain?

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

• TikTok hacked, over 2 bn user database records stolen

• Okta assesses the state of secure identity

• San Francisco cops can use private cameras to live-monitor 'significant events'

• Google, Microsoft can get your passwords via web browser's spellcheck

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

• Alibaba Group announces luxury shopping experience in the metaverse

• Xydrobe to launch 'world’s first luxury VR shopping universe'

• Luxury Retailers Double Down on US Expansion, Including Moves Into Smaller Markets

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

• Global Eco-Friendly Food Packaging Market Predicted to Surpass $248.7 Billion by 2026

• Save Food initiative promotes biodegradable packaging tech for mitigating food waste

• The role of vertical farming in efficient and sustainable food systems

• Bustos, Feenstra Introduce Legislation to Help Farmers Access & Utilize Precision Agriculture Technologies

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Recent Thematic Signals

• Talking Cybersecurity with Netography's Martin Roesch

• Thematic Reading #39 Vol. 6

• Thematic Reading #38 Vol. 6

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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