Thematic Signals Vol. 7, #3

Sure there was the 2023 Super Bowl 2023 and its commercials, but bring on more thematic confirmation points

You may be one of those folks still recovering from the 2023 Super Bowl, but you could also be one of those still contemplating the speed of the global economy and upcoming moves by central banks like the Federal Reserve. Regardless if you fall into either of those buckets or into an entirely different one, we can all agree the drum continues to beat to the tune of confirmation points for our thematic strategies.

Please enjoy some that have caught our attention.

Photo by Andrew Ridley on Unsplash

Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:

• You Might Live Longer Than You Think. Your Finances Might Not.

• Expect to Live a Long Time? Plan for Rising Healthcare Costs.+

• For Many Older Americans, the Pandemic Is Not Over

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

• 9.3 Million More U.S. Consumers Ended 2022 Living Paycheck to Paycheck Than in 2021

• Nearly two-thirds of Americans are living paycheck to paycheck

• More than Half of High-Income Consumers Now Live Paycheck to Paycheck

• Shoppers to face fresh price hikes as stores, suppliers pass on costs

• Walmart pushes back as major product suppliers ask for higher prices

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

• Is always keeping data encrypted the solution to data safety?

• Norton LifeLock customer accounts were compromised by hackers using previously stolen credentials

• Ransomware victims starting to reach their limit

• Provider of law enforcement intelligence and planning software hacked

• Chick-Fil-A Sued for Allegedly Sharing Personally Identifiable Information Through Marketing Video Views (Link to Lawsuit)

• Gartner Identifies Three Factors Influencing Growth in Security Spending

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

• Artificial Intelligence Requires New Data Center Infrastructure

• Amazon launches $35 billion data center expansion in Virginia

• Europe to fund 5G research for defense applications

• Streaming Boom Accelerates Digital Transformation Of Network Operators

• The potential use cases of 6G

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

• Americans Flunked This Test on Online Privacy

• Online privacy continues to be a growing concern

• GoodRx made money off your health data. The FTC is making it pay.

• Advanced Identity Tools Speed Crypto Account Access and Build Revenue

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

• Electric Vehicles Could Match Gasoline Cars on Price This Year

• John Deere launches first all-electric ride-on lawn mower

• Home of the future: Climate-friendly, electrified, and closer than ever

• Volvo Construction Equipment unveils its first electric excavator in India

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

• Luxury Goods Retailers Bracing For A Strong Valentine’s Sales Season

• Luxury retailer LVMH is optimistic as it sees Chinese shoppers and tourists returning

• China to account for 25% of global luxury market by 2025: PwC

• Bain: Chinese ‘Very Important Clients’ On The Rise, 2% Of Global Consumers Contribute To 40% Of Luxury Spending

• Louis Vuitton’s Formula for World Domination

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

• Innovating Sustainable Packaging For A Cleaner Future

• Dealers’ Precision Revenue Outlook Remains Positive

• Pioneers in Sustainable Packaging are Winning Recognition

---

Recent Thematic Signals

• Thematic Signals Vol 7, #2 - Earnings season, economic data nor a Fed meeting have slowed the pace for confirming signals for our thematics.

• Thematic Signals Vol. 7, #1 - Entering 2023, confirmation points for our thematic strategies continue

• Thematic Signals #45 Vol.6 - Chatting Data Privacy & Digital Identity with Bio-Key International Chairman & CEO Michael DePasquale

---

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 BITA Big Spenders & Savers Index 

• Tematica Research Thematic Dividend All-Stars Index