Discover more from Thematic Signals
Thematic Signals Vol. 7, #1
Entering 2023, confirmation points for our thematic strategies continue
Hello and welcome to the 7th volume of Thematic Signals!
2023 has only just started but investors are staring down what is likely to be a challenging December quarter earnings season laced with recession fears, structural changes in the economy, across demographics, technology, and consumer behavior all continue to unfold. While some folks continue to think about the world about us as well as investing in terms of sectors, our view remains that this approach is an outdated strategy.
That means, yes, we continue to see flaws with sector-based investing so much so that, yes, we continue to see it as a dead strategy. Part of that is the shoe-horning of companies into categories that don’t necessarily reflect what is really driving their businesses or to use investor lingo, their “alpha.” Another is that when we see the world through our thematic lens, the world around us continues to generate data points and other points of affirmation for our thematic strategies. While the near-term may be volatile for stocks, following those thematic signposts offers a favorable longer-term outlook.
In addition to reading Mark Abssy’s Real Money columns on ETFs, and if you aren’t you should be, Chris Versace has been named Lead Portfolio Manager for TheStreet’s Action Alerts Plus portfolio, where he expects to use our thematic lens alongside traditional fundamental analysis and other tools.
Now let’s dig into some of these latest signals for our investment themes and strategies…
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 #45 Vol.6 - Chatting Data Privacy & Digital Identity with Bio-Key International Chairman & CEO Michael DePasquale
Thematic Signals #44 Vol.6 - Ending 2022 on a strong thematic note
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
Thanks for reading Thematic Signals+! Subscribe for free to receive new posts and support my work.