Discover more from Thematic Signals
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.
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:
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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