Recent Reports

While we at Tematica tend not to focus on the precise figures for forecasts that span more than a year or two out, the direction of EV adoption and therefore the need for additional EV charging stations per KPMG’s findings serves as a solid multi-year confirmation point for the Cleaner Transportation aspect our Cleaner Living […]

California’s Clover Sonoma, a family-owned, third-generation, Certified B Corporation business was the first dairy in the United States to receive the American Humane Certified seal some 21 years ago. Now it’s the first dairy to offer a post-consumer recycled (PCR) gallon milk jug with plans to increase the PCR as part of its sustainable packaging […]

According to data published by the World Bank, Vietnam’s population is ~98.5 million people. However, the country boasts around 125 million mobile subscribers but according to reports only 64% of the country’s adult population has bank accounts. It should come then as little surprise giving the rising global penetration in digital payments that mobile carriers […]

According to The Passwordless Future, a PYMNTS and Entersekt collaboration that examined responses from more than 2,500 U.S. consumers, consumers’ perception of security measures enhances their trust in their financial institutions (FIs). Those same findings suggest consumers are ready to embrace some other form of authentication other than the use of a password. Seems we’re […]

Beauty company Coty Inc. (COTY) has released its 2021 Sustainability Report in which it shares its progress in advancing the company’s dedicated sustainability strategy dubbed “Beauty That Lasts.” Launched in 2020, Coty’s Beauty That Lasts efforts are organized into three pillars that aim to enhance: ‘The Beauty of our Products’, ‘The Beauty of our Planet’, and […]

According to data published by Microsoft, more than 120 million people in the United States lack access to the internet at broadband-defined speeds but President Biden’s infrastructure package is looking to address that. Let’s take a look at how the $65 billion ear-marked for broadband breaks out:   President Joe Biden’s trillion-dollar infrastructure bill promises […]

A great reminder that whether your an individual or a larger organization, alongside your Microsoft Office, Apple O/S and other updates, your antivirus software needs to be updated as well.   Every year there are billions of malware attacks worldwide. And these threats are constantly evolving. So if you are not currently using antivirus software, […]

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.