Thematic Signals Vol. 7 #6
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!
Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:
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
Price hikes are a double whammy for pet owners who are crushed by inflation
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
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:
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
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:
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
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