Recent Reports

Long time communication chip maker looks to move upstream in digital infrastructure push. Qualcomm Inc on Tuesday said it will produce chips for 5G telecommunications networking gear, marking the first entry by a major American technology company into a market dominated by European and Chinese firms. Source: Qualcomm jumps into 5G infrastructure market with base […]

Not content to simply offer alternatives to beef production and consumption, Impossible Foods announces goal to “Eliminate Animal Agriculture” With a mission to reverse global warming and halt catastrophic biodiversity collapse, Impossible Foods is replacing the world’s most destructive technology – the use of animals to transform plants into meat, fish and dairy foods. Source: […]

The wheels of justice turn slowly it is said, but they do turn as the US Justice Department today filed charges on actions from 2017 and 2018. Source: Six Russian GRU Officers Charged in Connection with Worldwide

It’s never a dull moment when it comes to our Cybersecurity and Digital Privacy investing theme and the corresponding index given that hackers are constantly looking for vulnerabilities and other gaps to exploit. According to a new report, phishing campaigns that distribute malware or steal your login credentials have started to use Basecamp, a web-based project […]

We at Tematica are unfortunately firm believers that the new connective technologies and applications associated with our Digital Lifestyle and Digital Infrastructure investing themes will create new attack vectors for cyberattackers and other bad actors. A new report  describes the connected entrainment we enjoy while traveling on aircraft as an example of just that. Another market that will help […]

Food is perhaps the best known consumable product, and the economic laws of supply and demand are pointing to an emerging pain point unlike any we have seen in recent history. To combat this looming problem, the agriculture industry is embracing technology, much of which is similar to that housed inside the smartphones we use […]

Last week we closed the books on the third quarter of 2020, which ended with a whimper as September saw all the major US stock market indices give back a portion of their August gains. That lackluster finish was fueled by renewed concerns surrounding the pandemic and its impact on the global economy, the lack […]

Our Investment Themes

Aging of the Population

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


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


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.

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


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.


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.


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.


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