Thematic Signals: Ripped From the Headlines
Each week Team Tematica consumes an immense quantity and range of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our investment themes and indices.
Cleaner Living
Growing demand for items that are better for you and the planet:
Ikea Now Sells Its Own Plant-Based 'Meat' So You Can Assemble the Meatballs Yourself
‘Vegan Boost’ offers confectionery professionals a natural alternative
Go green and clean with these vegan beauty and skincare brands
Biden administration plans to spend $5bn to build EV charging network across US
And Mordor Research has published its forecast for the global green coatings market, which is expected to rise due to stringent environmental regulations to control VOC emissions.
Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:
FTC: Americans lost $770 million from social media fraud surge
Breach of state database may expose personal information
France’s privacy watchdog the latest to find Google Analytics breaches GDPR
Digital Infrastructure & Connectivity
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment:
Amid 5G capex spike, tower cos diverge on strategy
AMD charts stronger 2022 as data-center revenue booms
Verizon exec says game changing 5G the 'future of growth'
Rise of 5G, Edge & Cloud Computing: Impact On Digital Transformation
According to IMARC Group, the global data center construction market reached $47.2 Billion in 2021 and is expected to reach to reach US$ 75.3 Billion by 2027, exhibiting at a CAGR of 9%.
Digital Payments & FinTech
Companies leveraging technology to disrupt and improve the financial services and payments industries:
Apple will let small businesses accept payments on their iPhone with a credit card tap
Banking’s digital transformation journey
Monzo Officially Launches in the U.S.
JPMorgan agrees to acquire 49% stake in Greek fintech Viva Wallet
Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable and nutritious food to a growing global population amid dwindling natural resources:
Walmart invests in indoor vertical farming startup Plenty
John Deere Acquires Majority Ownership in Kreisel Electric
Sustainability in packaging: Global regulatory development across 30 countries
Coke Announces Industry-Leading Target for Reusable Packaging