Thematic Signals #44 Vol.6

Ending 2022 on a strong thematic note

Happy Holidays and Merry Christmas readers!

While many are busy couch surfing or braving brick & mortar stores to get ready for the coming holidays and gift-giving season, we continue to be overwhelmed with confirming data points for our investment strategies. That said, this week’s Thematic Signals is likely to be the last one of 2022 as team Tematica looks to unplug, chill out, and rest up for the coming year. When we come back stronger than ever, we’ll not only be sharing the latest points that speak to the structural changes our themes have identified, but we’ve got a few more company interviews to share as well. We may even have a new investment theme or two to add to the mix as well.

We’ll see you in 2023!

Photo by krakenimages 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

• The Global Population Is Aging. Is Your Business Prepared?

• Dire nursing shortage needs range of efforts, stat!

• Cure is sought for the current shortage of nurses in US

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

• Walmart-backed fintech startup plans to launch its own buy now, pay later loans

• Rising prices prompts consumers to change up holiday buying

• Inflation is a grinch. Americans are trimming their holiday gift spending.

• Beauty Subscriptions Are First to Go as Consumers Reduce Spending

• Shoppers are dipping into savings and going into debt. That could cause a holiday hangover

• Citi, Wells, Morgan Stanley See Modest U.S. Recession Ahead

• Bank of America CEO predicts 'mild recession' next year

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

• The biggest data breaches and leaks of 2022

• Cyberattack occurs every 39 seconds in the world

• Cybersecurity Resilience Emerges as Top Priority as 62% of Companies Say Security Incidents Impacted Business Operations

• IoT Device Deployments Are Outpacing IoT Security Measures

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

• The race to 5G is a digital arms race

• 5G to become leading tech in Southeast Asia

• Global 5G growth amid macroeconomic challenges

• Plotting the path to 6G

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

• Consumers love personalization yet wary of data privacy

• Amazon is offering customers $2 per month for letting the company monitor the traffic on their phones

• Over 1.2 million credit card numbers leaked on hacking forum

• Major airport biometrics and government digital identity projects advance

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

• California Ups Investment in Electric School Buses for Disadvantaged Areas

• Electric school bus fleet grows in California, but some say not fast enough

• Lamborghini Looks to the Past as It Plans an EV Future

• Hertz Hires First CMO Since Bankruptcy With Electric Vehicle Focus

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

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

• Luxury retailers power through despite strong dollar, shaky economy

• Global Luxury Goods Market to Reach $296.9 Billion by 2026

• Luxury for the Masses

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

• MALK Organics Closes $9 Million Series B To Grow Premium Plant Milk With ‘A Significant Upward Trajectory’

• CNH Industrial Unveils Latest Ag Tech and Smart Farming Firsts

• Building A More Sustainable Food System Through Technology

• FAO to Release Roadmap to Make Food Systems More Sustainable

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Recent Thematic Signals

• Thematic Signals #43, Vol. 6 - The EV Transition is far bigger than the auto and truck sector

• Thematic Reading #42, Vol. 6 - Even the big holiday shopping weekend couldn't slow the pace of thematic signals

• Thematic Reading #41, Vol. 6 - The Fed going bigger for longer hasn't slowed down thematic data points

• What Doctor Copper Says About EVs and Infrastructure Spending

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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