Welcome one and all!
We’re starting something new with Thematic Signals. Don’t worry, we’re not abandoning the ripped-from-the-headlines proof points that support our investment themes and strategies. Instead, we’re going to build on that by going one step further as Tematica’s Chief Investment Officer, Chris Versace, and Head of Indexing, Mark Abssy, discuss some of those signals while weaving in other observations and data points along the way.
Sounds like a good conversation, and that’s what we’re aiming to deliver twice a month in a podcast or as we like to call them, a Tematicast (teh-matt-icast).
Below you’ll find the links to the articles we discuss in this edition of the Tematicast, and below you’ll find links to other recent Thematic Signals as well as those for our thematic indices. Thanks for tuning in and if you want to spread the word about what we’re doing, we wouldn’t mind that a bit.
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:
Americans Go Deeper Into Debt as They Use Buy Now, Pay Later Apps for Groceries
Consumers Expect Prices in Next Year to Climb by Most Since 2021 as Gas Costs Rise
Luxury Buying Boom
Tapping into aspirational buying and affluent buyers amid rising global wealth:
Cucinelli Raises Sales Growth Forecast for 2023
Recent Thematic Signals
Thematic Signals Vol. 7, #8 - Seasons change but strong thematic signals persist
Thematic Signals, Vol 7, #7 - Talking Solar with Brian Roth, CEO of Three Sixty Solar
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!
Tematica Thematic Indices
Thematic Signals Vol. 7, #9