Thematic Signals Vol 7 #5
So many thematic confirmation points to share... yet again!
We’re back with another edition of thematic confirmation points ripped from the headlines style, better known as Thematic Signals. Once again the team sifted through a barnful of articles, hand-picking the ones that are sure to make an impact. While these selections are great, we know the world keeps turning so we’re going to keep our opening comments short, but we will tease that we have some new things we’re working on so stay tuned for April. Have no fear though, we’ll be back with more Signals long before then.
Now sit back and enjoy this edition of Thematic Signals.
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, Vol 7, #4 - In Our Own Words
Thematic Signals, Vol 7, #3 - Sure there was the 2023 Super Bowl 2023 and its commercials, but bring on more thematic confirmation points
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