Recent Reports

Santa came a tad earlier than usual this year, giving investors what they wanted most – a reduction in geopolitical uncertainty and an increase in liquidity – but is it all as it appears? Click here to read more including key economic data for the day and stocks making headlines and other news.

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Today is all about the Fed, which, ironically, is expected to do nothing and leave rates unchanged. The major equity markets in Asia closed mixed today without much movement in either direction. By midday trading, the major European equity markets were also mixed and again lacking significant moves. US equity futures are mixed this morning with little movement predicted at […]

On the one hand, it’s official; on the other hand it comes as no surprise to us here at Tematica that “internet consumption,” which of course includes video streaming be it on Netflix, Google’s YouTube or some of the newer platforms, such as Disney+, given our Digital Lifestyle investing theme. With more streaming services from […]

This is a quaint idea, but as the data published by ShopperTrak for Black Friday 2019  showed there is no putting the digital shopping genie back in the bottle, especially not after companies like Target and Walmart have ramped up their digital commerce efforts to battle Amazon. Some holiday traditions are easy to explain — […]

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Our Investment Themes

Aging of the Population

The impact on the economy of a global demographic shift to a more senior population

DIGITAL INFRASTRUCTURE

The foundational services and technologies that enable continuous access to information, commerce, communication, and entertainment that have become a daily fact of life.

DISRUPTIVE INNOVATORS

Disruptive Innovators today span not just technology, but also biological sciences, material science, healthcare, energy, consumer and business services.

LIVING THE LIFE

Those luxury goods and services that give pleasure to the buyer while also serving as a sign of having made it and reflect a level of social standing and indulgence

Rise of the Global Middle Class

Focuses on areas around the world where rising disposable incomes are driving consumers to look for ways to improve themselves and the way they live.

Read More

CLEAN LIVING

The growing demand for products that claim to be natural, boost health, or have a positive impact on the environment.

DIGITAL LIFESTYLE

The confluence of high-speed networks, expanding computing power, and falling storage costs have changed how consumers interact, share, shop, transact, game, pay and consume content.

GUILTY PLEASURES

Those little treats and would-be harmless vices that we as consumers like or need to have from time to time even though there may be a form of guilt associated with indulging.

MIDDLE CLASS SQUEEZE

Lower employment, increased savings rates, lack of available credit, and weak income growth have led consumers to save where they can, seeking more value for each dollar spent.

SAFETY & SECRUITY

The evolving needs across individual, cyber, corporate and homeland security as behaviors shift away from reactionary defense towards always prepared and secure.

Market Insights