Thematic Signals Vol 7 #5

So many thematic confirmation points to share... yet again!

Hey folks!

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.

Photo by Mareks Mangūzis on Unsplash

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

• The aging US population is creating many problems—especially regarding elderly healthcare issues

• More than 1 in 6 Americans now 65 or older as U.S. continues graying

• Task force would help guide states through aging population growth

• Innovation is the new key to the old problem of an aging population

• Tech Opportunities In Climate Change And An Aging Population

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

• Cash-Strapped Consumers Bear the Brunt of Grocery Price Inflation

• Persistent inflation keeping grocery prices high for consumers

• America’s economy is splitting consumers into two very different realities

• The U.S. Consumer Is Starting to Freak Out

• Consumer Spending Is Holding Back a Recession, but There Are Cracks

• Europe inflation eases slightly but consumer pain persists

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

• GoDaddy Discloses Multi-Year Security Breach Causing Malware Installations and Source Code Theft

• Hackers Using Google Ads to Spread FatalRAT Malware Disguised as Popular Apps

• Sensitive US military emails spill online

• Hackers steal Activision games and employee data

• Cyberthreats, Regulations Mount for Financial Industry

• Thousands of Websites Hijacked Using Compromised FTP Credentials

• Hackers steal gun owners’ data from firearm auction website

• Ransomware gang leaks data stolen from the City of Oakland

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

• WhatsApp for iPhone gets Picture-in-Picture support for video calls

• How 5G and remote robot arms are extending China’s surgical reach

• Korea aims to showcase pre-6G network in 2026

• TikTok Plans 2 More European Data Centers Amid Privacy Fears

• Amazon Hopes Its New Home Internet Service Will Offer Internet Service to 400 Million Customers

• How will 6G change the world?

• Global Sales of Data Center Construction were estimated to be worth $26.80 bn in 2021 and expected to reach $54.90 Bn in 2029

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

• Ron DeSantis to Push ‘Digital Bill of Rights’ and TikTok Ban on State Devices

• White House 2023 cybersecurity plan calls for investment in digital ID

• A look back on US cybersecurity and data privacy in 2022 and planning ahead for 2023

• The EU digital strategy: The impact of data privacy on global business

• Privacy, Please: How Digital Trends Will Shape Marketing in 2023

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

• USPS Orders 9,250 Ford E-Transit Vans & 14,000 EV Charging Stations

• Colorado releases new electric-vehicle plan as EV sales hit 10% market share

• State of Michigan expected to receive $110 million for EV charging stations

• Georgia House passes EV legislation

• $30 Million in Incentives Now Available for Shovel-Ready EV Charging Projects Across California

• US Electric Car Sales Increased 65% In 2022

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

• China Luxury Goods Market Poised To Recover, Bain Says

• Harrods chief shrugs off recession fears because ‘rich get richer’

• From condoms to cosmetics, China sales grow as lockdowns end

• Tourist sales of luxury goods skyrocket as Covid restrictions ease

• Kering’s Next Frontier: Beauty

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

• Yes, Lab-Grown Meat Is Vegan

• McDonald’s to launch McPlant nuggets made with Beyond Meat in Germany

• Trends: 2023, the year of renewal for sustainable packaging

• Puratos Announces Commitment to More Sustainable Packaging

• Precision agriculture: AI enters the field

• Verdant Robotics runs precision ag farming as a service

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

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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