Thematic Signals Vol. 7, #8
Seasons change but strong thematic signals persist
Spring tends to bring longer days and warmer temperatures following the shorter and cooler days of winter. The change of season tends to result in people getting out and about more and actively engaging in all sorts of activities. What hasn’t changed, however, is the continued points of confirmation for our investment themes. As you’ll soon see, the tailwinds for these targeted strategies continue to blow, keeping our level of conviction rather high.
Aging of the Population
Capturing the demographic wave of the aging population and the changing demands it brings with it:
Assessing the lingering impact of COVID-19 on the nursing workforce
Tech Opportunities In Climate Change And An Aging Population
Population aging is an urgent challenge, but new technologies can help
What Investors Need to Know About the Growing Digital Health Space
Consumer Inflation Fighters
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:
RBC Consumer Spending Tracker: Goods spending edges down in March
The American shopper just officially had their weakest quarter of spending since the pandemic hit
Cyber Security & Data Privacy
Securing individuals and organizations against cyber threats and privacy violations:
Cybersecurity-focused network traffic data is useful to the FBI as well
MSI confirms security breach following ransomware attack claims
UK criminal records office confirms cyber incident behind portal issues
The Rise of CCTV Hacks in an Evolving Cyber-Threat Landscape
Global IT spending forecast to rise 5.5%, fuelled by software, services
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:
EV Transition
Capturing the transition to EVs and related infrastructure from combustion engine vehicles:
That $7,500 electric vehicle tax credit may soon be harder to get. Here are 2 workarounds
EPA to propose auto emissions limits in new EV adoption drive
Toyota’s new leadership aims for 10 new battery EV models by 2026
Incentives, tenant demand push CRE owners to add EV charging stations
Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:
Kering turns to artificial intelligence to continue growth trajectory
Lamborghini CEO says orders for hybrid Revuelto show ‘incredible’ demand from wealthy car-buyers
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, #6 - Rising Retirement Ages, Inflation, Ransomware, Microbes... and RDJ?
Thematic Signals, Vol 7, #5 - So many thematic confirmation points to share... yet again!
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 thematic strategies.
Thematic Signals Vol. 7, #1 - Entering 2023, confirmation points for our thematic strategies continue.