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Thematic Signals Vol. 7 #6

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Thematic Signals Vol. 7 #6

Rising Retirement Ages, Inflation, Ransomware, Microbes... and RDJ?

Tematica Research
Mar 20, 2023
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When we set out to collect data points and other insights to share in this edition of Thematic Signals, little did we know that Robert Downey Jr. - that’s right the Iron Man himself - would do some heavy lifting for our Data Privacy & Digital Identity theme. But he did, and boy did he do a great job as only RDJ can. Far be it for us to get in the way of such a talent, especially when he cuts to the quick. That said, multiple countries boost retirement ages, the FBI puts some context around ransomware, consumers continue to grapple with inflation, and much, much more lies ahead, all of which as you’ll see support our thematic strategies.

Enjoy!

a window that has a reflection of a building in it
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:

  • Understanding the epidemic of medical debt

  • Aging Societies

  • China to raise retirement age to deal with aging population

  • China has to figure out how to care for 400 million people over the age of 60 by 2040

  • France protests: What to know as Macron forces a retirement-age hike

  • 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:

  • Consumer Spending Is Challenged by High Inflation as Retail Sales Fall

  • Retailers Rethink Strategies as Consumer Spending Sinks

  • Price hikes are a double whammy for pet owners who are crushed by inflation

  • Dollar Tree can’t afford to sell eggs anymore

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

  • When Legacy Becomes Liability: Redesigning IT Infrastructure For The Cyber Threats Of The Future

  • Google finds 18 zero-day vulnerabilities in Samsung Exynos chipsets

  • FBI: Ransomware hit 860 critical infrastructure organizations in 2022

  • NBA alerts fans of a data breach exposing personal information

  • SVB account holders targeted with phishing scams

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

  • Use of Meta tracking tools found to breach EU rules on data transfers

  • The Rise Of Passwordless Authentication: How Your Organization Can Stay Ahead Of The Curve

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

  • Global broadband subs to reach 1.6BN

  • Top Six Edge Computing Trends To Know About In 2023

  • Pioneering The Future Of Sustainable Data Centers

  • From a New Chip to Broader Ranges—The Push for Terahertz Technology Continues

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

  • VW beats Tesla to the punch and unveils an affordable electric vehicle

  • Electric Vehicles Could Match Gasoline Cars on Price This Year

  • Nissan is now using heavy-duty electric trucks to deliver new vehicles

  • Mack unveils medium-duty electric trucks

  • Tesla applies to expand Gigafactory Berlin to 1 million vehicles per year

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

  • Chinese Buyers to Boost Luxury Goods Sector

  • Top-tier Luxury Spending Forecast Still Looks Rosy

  • Luxury automaker Porsche issues growth outlook after record 2022 earnings

  • Mercedes-Benz expects India to be its fastest-growing market this year

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

  • Climate agrifoodtech bucks global funding decline as sector brings in $29.6bn in 2022

  • Reducing Fertilizer Costs with Microbes & Healthy Soil

  • Equipment Manufacturers Call for Precision Ag Incentives in 2023 Farm Bill

  • Local and regional authorities demand a fund for the greening of pest management


Recent 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

  • 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 Vol. 6 #45 - 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

Thematic Signals+ is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

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