While the stock market came under pressure over the last few weeks amid renewed concerns over Fed monetary policy and the upward climb in the 10-year Treasury yield, confirming data points for our thematic and targeted exposure strategies continued. We’ll cut it there because we know you want to get to the good stuff. Read on!
Cloud Computing
Companies that provide hardware and services that enhance the cloud computing experience for users, such as co-location, security, and edge computing.
Cloud infrastructure spending ticks over thanks to complex workloads and AI
Mainframe modernization driving $12bn+ cost savings for businesses
Google Cloud unveils AI-optimised infrastructure enhancements
Digital Infrastructure & Connectivity
The buildout and upgrading of our Networks, Data Storage Facilities, and Equipment.
EU on track to meet gigabit, 5G targets for 2030 with projected EUR 200 billion investment
Vodafone Germany completes 198 new mobile network projects in Q3
Guilty Pleasure
Companies that produce/provide food and drink products that consumers tend to enjoy regardless of the economic environment and potential long-term health hazards associated with excessive consumption.
Global Alcoholic Drinks Market Size to Reach $5.37 trillion in 2032
Snack Market size to grow by $300.56 billion from 2022 to 2027
Sustainable Future of Food
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources.
Reconomy launches sustainable food and drink packaging service
Jazeera Airways introduces sustainable food service ware on all flights
Recent Thematic Signals
Thematic Signals Vol 7, #15 - September confirmation points for our targeted strategies
Thematic Signals Vol 7, #14 - The State of the Oil Market with Prairie Operating Co.
Thematic Signals Vol. 7, #13 - Another round of confirmation for our thematic and targeted exposure strategies
Thematic Signals Vol. 7, #12 - Chatting LEDs and EV Charging Stations with Orion Energy Systems
Thematic Signals Vol 7, #11 - More on Lithium battery technology with Flux Power (FLUX)