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!
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:
Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:
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:
Capturing the transition to EVs and related infrastructure from combustion engine vehicles:
Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:
Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources:
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
Tematica Thematic Indices
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