Recent Reports

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.

As your authors commented to each other when discussing yesterday’s market rebound following the coronavirus inspired sell-off on Monday – “that didn’t last long!”  The Nasdaq 100 lead the rebound, gaining 1.6% on the day with the Nasdaq Composite a close second, up 1.4%. The S&P 500 and Dow Jones Industrial Average rose 1.0% and […]

Despite the accelerating velocity for the current earnings season, markets remain focused on the rapidly spreading coronavirus which has surpassed 4,500 cases in China and led China to restrict travel to Hong Kong as the death toll tops 100. Some 60 million are under travel restrictions in China, and select countries, including Indonesia and the […]

Which stocks and sectors could see the most pressure today with Coronavirus spreading? Tematica’s Chris Versace joins Jay Coulter’s The Resilient Advisor Podcast to discuss that and discuss the week ahead’s economic data and earnings reports to watch. Click here to view the episode

Investors are starting the week off with itchy fingers as they look to assess the growing impact of the coronavirus. As we write today’s Daily Markets note, roughly 2,800 people in China have been infected and 80 killed by the disease, and infections also reported in Europe and the US.  In response, Hong Kong has […]

Despite a rough start yesterday, the major US equity indices managed to close little changed after the World Health Organization (WHO) calmed rising fears around the coronavirus coming out of China. The WHO’s declaration that coronavirus is not a global emergency helped travel stocks such as American Airlines (AAL) and United Airlines (UAL) rebound. In contrast to the WHO, however, yesterday the Centers for […]

Despite a rather volatile session yesterday, stocks ended basically flat but well off their intraday highs. That said, the Nasdaq 100 is up nearly 40% YoY and up nearly 120% over the past four years. While many are comparing today’s markets to those of the late 1990s, your authors included, the Nasdaq 100 rose over 600% […]

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.

Market Insights