Recent Reports

Credit Suisse issued a report that speaks to the heart of our Aging of the Population investing theme – the changing demands and needs of the aging population as well as their economic footing will lead to a sea change in spending as Boomers no matter what country they live in become conservers of wealth. […]

New data from the National Confectioners Association (NCA) has revealed sales of chocolate and candy in United States have increased during the coronavirus pandemic no doubt as folks looks to have at least a brief respite from things. This speaks to the heart of Tematica’s Guilty Pleasures investing theme while the NCA’s findings solidify the […]

A number of reports have named healthcare facilities and services as a prime target for cyber attacks, no surprise given the amount of personal data contained in their patient records. What the below report shows, however, is it took the identification of a different problem to reveal the the scope of data that was being […]

According to research from Ironscales, fake login pages are commonly used to support hacks and spear-phishing campaigns, and its researchers found more than 200 of the world’s most prominent brands were spoofed with fake login pages. In total, the company found over 50,000 fake login pages in the first half of 2020, with some able to be […]

While our Aging of the Population theme tends to center on the demographic tailwinds with Boomers, data is starting to show the “near retiree” group – aged 55-64 – is under saved for their retirement. We at Tematica see this propelling our Middle-Class Squeeze investing theme, but make no mistake those under saved implications will […]

In the days of yore, people picked up a telephone (you remember actually talking over the telephone?) and simply made a call by entering a phone number on the touchtone pad and voila — a telephonic connection began. With the development of the first mobile networks and phones, phone calling became portable, and basic texting […]

Phone number spoofing has always been a pain. New technology ups hackers social engineering game and forces all of us to be ever more vigilant – like tinfoil hat-wearing vigilant… Little-discussed types of SIM cards make it easy for hackers to spoof any phone number or completely change a user’s voice. Source: These Illicit SIM […]

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.

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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.