Published Research on the Aging of the Population Theme

Retail companies, like Proctor & Gamble, are tapping into the changing needs and preferences of the aging population to jumpstart their growth prospects.

Feeling the combination of rising debt and fear of being undersaved — hello Middle-class Squeeze — more Americans are diverting from spending to saving, but if we see a pronounced pickup in saving it could become a meaningful headwind for the economy. The silver lining if that comes about is those companies that we’ve identified as riding our Middle-Class Squeeze investing theme are likely to see a more favorable tailwind.

The growing Boomer population will have profound implications – both good and bad – for the housing market according to the National Investment Center for Seniors Housing and Care (NIC) and we could not agree more.

What we are currently seeing in the market is a symptom of a whole lot of leverage in equities that had been in rich territory at a time when, even though it is still moving along, signs abound that the economy is slowing. Is this a ‘buy the dip’ opportunity or is it just the […]

On their own, each of Tematica’s 10 investing themes is pretty powerful, but when two or more of them come together they form some pretty powerful tailwinds and formidable headwinds. Our Aging of the Population investing theme focuses on the demographic shift that we are undergoing and our Middle-Class Squeeze one addresses the economic pressure […]

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The Tematica Individual Membership provides thematic investing strategies, trading ideas, and analysis of the most pressing economic and market developments that drive both our thematic perspectives and investing strategies.
Financial Professionals and experienced Individual Investors that become members receive access to the Thematic Leaders List which includes the top stock in each theme, plus our top overall most thematically-positioned stock. Membership also includes the Tematica Select List which are additional trading ideas of stocks riding our 10 investment themes and regular on-going insights and commentary on the market from a thematic perspective.

In this issue, we finish our thematic recasting as we revisit our Aging of the Population investing theme and introduce AMN Healthcare (AMN) shares to fold.

Safety & Security, one of Tematica’s investment themes that probably has the most relevance in the headlines on a day-to-day basis. The theme essentially reflects the defensive posture we as a society have adopted as of late — one cause of which was the aftermath of the 9-11 Attacks 17 years ago — across all areas of our lives: homeland protection; protection of ourselves, our homes,  and possessions; protection of corporate assets; and protection of data across all levels.

When even the owner of a gym is struggling the time for fitness, we see the market as ripe for a Disruptive Innovator. Peleton is the first major entrant into this space we see between Disruptive Innovator and the Digital Lifestyle in which those seeking fitness are able to squeeze a class into their ever […]

One of the realities of our Aging of the Population investing theme is older people have shifted from living off income from jobs to income generated from savings and investments. Generally speaking, this usually leads to a sentiment shift from being spenders to becoming more thrifty. That economically induced change is a looming headwind for […]

Evolving market dynamics tend to raise questions and create pain points along the way no matter the industry. We’re seeing some of that with our Aging of the Population investing theme that is poised to experience what investors call an expanding total available market given the population dynamic in and out of the US. Given that […]

There is are several factors pressuring margins at hospitals that are poised to accelerate the pace in hospital closures. This comes at a time, keeping with or Aging of the Population investing theme and Boomer Economy Index, that population dynamics are expected to drive a spending shift that favors the demand for healthcare. As we […]

Acquisitions are one way a company can transform its business as it looks to tap into the tailwinds associated with our thematic lens. I’ve talked before about how Best Buy is targeting the Boomer Economy, another way of describing our Aging of the Population investing theme, and earlier this week it took another step in […]

  When it comes to the confluence of our Digital Lifestyle and Aging of the Population investment themes, this recent article from eMarketer hits the nail on the head: A June 2018 survey by the International Food Information Council (IFIC) Foundation in collaboration with AARP Foundation shed more light on the digital grocery buying behavior of older […]

We’ve talked quite a bit over the last several quarters about the nursing shortage in the US that has fueled the sharp climb in AMN Healthcare shares. Now we are hearing the same in Germany, with the root cause serving as a confirming signal for our Aging of the Population investing theme and its global […]

In Japan, the number of elderly people aged 65 or older accounts for roughly 27%  of the country’s 127.1 million population and by 2050 it’s expected to reach 40%. This data from World Population Review suggests Japan is the oldest country in terms of aged population and will remain so. For us here at Tematica, it […]

Amazon’s recent PillPack acquisition and surging health and beauty sales should have not only have traditional pharmacies and beauty retailers concerned but really every retailer should be asking themselves just how “Amazon-proof” is their business model?

  There is only so much one can learn from a two-dimensional book, and that is prompting the use of holograms, one of the technologies inside our Disruptive Technologies investing theme, in educational settings. Given the many systems and their inner workings inside the human body, holograms are a natural fit with medicine, and in […]

There are several downsides to our Aging of the Population investing theme, one of which centers on the rising cost associated with aging associated with healthcare. As this new report from Vanguard Group shows, there that cost balloons as we live longer and longer and that poses a savings and investment pain point for us […]

This week Amazon finally did what it was long rumored to do — enter the pharmacy space with its acquisition of PillPack, an online pharmacy that lets customers buy medications in pre-made doses. From my perch, I see the long expected move by Amazon into the pharmacy space as putting pressure on the prescription drug business, especially for […]

As the narrative of the synchronized global economy is weakening and the U.S. is just starting to feel the impact of the Federal Reserve’s rate hikes, we spoke with Jesse Felder of the Felder Report to discuss his view of the US and global economy and how he sees the global liquidity tide turning.

One of the problems with US investors is they tend not to look much past thier shores for investment opportunities or confirming data points. Here at Tematica, we recognize our investment themes are global in nature, and that causes us to take a more wholistic perspective. The US is not the only country battling truck […]

A new report released by the Senior Citizens League showcases the intersection of our Aging of the Population and Middle Class Squeeze investing themes as it reveals “a 4 percent loss in Social Security buying power from January 2017 to January 2018 and a 34 percent decrease since 2000.” Talk about a major ouch for […]

  One of the realities of the one-two punch of the Aging of the Population and Cash-Strapped Consumer investment themes across the globe is a workforce that is getting older. The size of the population over the age of 60 is set to more than double in the next 35 years across the globe and […]

Tematica’s Chief Macro Strategist Lenore Hawkins has been rather vocal on the two issues hitting the domestic housing market – a lack of supply and escalating prices that are shrinking the pool of potential buyers. While one would think homebuilders would respond with more affordable housing, they are also contending with increases to their own […]

Plain and simple, we are seeing more American retail and brand companies from Starbucks to Walmart tie their growth prospects to the rising middle class in Asia, and China in particular. We here at Tematica are not surprised given prospects for discretionary spending to be had compared to here in the US where debt service […]

Confirmation of our investment themes can come from a variety of places, including CEO interviews and how we love it when they do just that. The cruise industry is benefitting from several thematic tailwinds, including the Aging Population as well as Affordable Luxury, but it’s the push-pull inside our Rise & Fall of the Middle […]

In February 2017, the Front Porch Center for Innovation and Wellbeing (FPCIW) launched its Amazon Alexa Pilot at Carlsbad By The Sea (CBTS). The positive results from the pilot showed the positive impact Alexa and smart home technologies can have in the lives of older adults: 75% used their smart devices at least once a day. 100% […]

We keep hearing the mainstream media talk about the improving economy and the falling employment rate, but beneath the headlines and talking heads, we’ve seen consumer debt continue to climb. Why? Because those who don’t have sufficient funds either have to borrow, the likely option, on in some cases sell something. This has increased borrowing […]

A Venn diagram overlay on our Aging of the Population and Rise & Fall of the Middle Class reveals a looming squeeze of the undersaved aging population. We’ve written quite a bit here about the low percentage of Americans that have socked away monies pre- and post-tax into retirement accounts and even emergency fund or “rainy […]

In his 2018 shareholder letter, Amazon’s Chairman and CEO Jeff Bezos cited the company’s “unrelenting customer obsession” and its aspiration to be “to be Earth’s most customer-centric company”  but also thanked the “hundreds of millions of divinely discontent customers around the world who push to make us better each and every day.”  With Baby Boomers […]

Brookdale Senior Living is a company that is positioned to benefit from our Aging of the Population investment theme. But we must determine whether those thematic tailwinds are enough for its stock to earn a buy rating at this point in time.

The Boomers have gotten a bad rap when it comes to technology. Perhaps it can be traced back to the famous scene in with Billy Crystal in the City Slickers movie and how to tape one channel on a VCR and watch another. View it here Flash forward to present day, and in many cases, boomers have […]

Over the next 12 years, all of the baby boomers will have moved into the senior generation, resulting in a major structural shift in demographics. From 2010 to 2030, the percent of the population over 65 will increase from 13 percent to 19 percent while the percent of the U.S. population aged 20-64, the primary […]

Another reminder there is no fighting Father Time and our Aging of the Population theme is fueled by an expanding market

NIRP, the European Central Bank’s Negative Interest Rate Policy, can block wealth creation for those that can’t reach directly into the ECB’s printing press. Here’s one way you probably hadn’t considered and it may be hurting your portfolio without you even knowing it.

A new report from Deloitte highlights one of the downsides of our Aging of the Population theme – the simple fact that economic growth is tied to the number of working-age people in a country’s population. Given prospects for a rising working population, India is widely expected to be the driver of global growth in […]

  Jane Helgesen had a rough night recently, as nausea kept the 71-year-old retired nurse scurrying to the bathroom. A sensor under the bed recorded her comings and goings, sending alerts to her daughter, Britt, who lives nearby. Feeling better the next day, Helgesen used a doorbell camera to welcome guests, whose images are displayed […]

We have shared many a data point on the hidden costs associated with our Fattening of the Population investing theme. Recently the Center for Disease Control and Prevention reminded that us the vast majority of people do not realize the degree to which obesity and being overweight leads to cancer and other healthcare issues. We […]

A new study that examines the re-entry to the workforce by retirees shows that it’s more than Cash-Strapped Consumers that fall within the confines of our Aging of the Population investing theme. In addition to those that haven’t saved enough to retire, others that miss the social, as well as intellectual challenges of working, have […]

  In keeping with our Aging of the Population theme, for a growing percentage of the American population retirement, if they can afford it, is right around the corner. While many may plan to enjoy their “golden years,” for an increasing share of older Americans, they may have to embrace a different role –  unpaid care for […]

Expenditures for taxes and healthcare are growing materially faster than incomes. For an economy to survive let alone thrive, no one area of expenditure can continue to rise faster than incomes. We saw this during the last business cycle as home prices continued to rise much faster than incomes – at some point, households can no longer keep up with the expense, typically with profound consequences for the economy as a whole. Many American families are feeling an awful lot like that hamster racing around on his wheel only to find he’s gained no ground.

Over the years, we’ve seen the positive as well as the negative impact of regulatory mandates. Given our Aging of the Population theme, we suspect there is growing demand to be had for the Disruptive Technology that is self-driving cars. We also see the technology changing retail and grocery as well. While some may get […]

This morning an article in Investor’s Business Daily focused on one of our investing themes, the Aging of the Population and its impact on economic growth and certain sectors of the economy. Combining the headwind of a growing portion of the population moving into the sunset years with massive levels of student debt, the housing sector looks […]

We can sympathize that saving in today’s always on, always connected get what you want now, you only live once can be a challenge. This larger issue, however, is people are saving far less than they have in the past, and while some of is related to a lack of wage growth that is one […] Inc plans to meet on Wednesday with a dozen U.S. ranchers, seeking to expand distribution of organic and grass-fed meats as it takes over Whole Foods Market Inc, according to the meeting’s organizer.Analysts and investors have speculated that Amazon is aiming to combine its expertise in order fulfillment with the grocer’s facilities to […]

There’s no disagreement from us on the underlying thesis of this article by the Wall Street Journal — that until either gas prices go up or battery prices go down, it’s still going to be cheaper to own and operate a combustion engine car. But when we look at the landscape today through our thematic lens, we see a different narrative begin to emerge

Amazon’s Echo is about to have some more competition in the digital assistant arena: China’s e-commerce giant Alibaba will start selling a $73 voice-activated speaker.The Tmall Genie X1 will be available for 499 yuan ($73) to the first 1,000 people who buy it during a one-month trial, the company announced on Wednesday. It may prove […]

    Consumers say they’re happy with service at restaurant chains, but that doesn’t mean they’ll come back.Restaurant service scores rose 10.2 percent in April, according to a new Restaurant Guest Satisfaction Snapshot by White Box Social Intelligence, from the Dallas-based data company TDn2K.But when asked whether they intended to return, consumers were far less […]

Executive Edge: Amazon considering entering pharmacy business  5 Hours Ago | 01:08Amazon is hiring a business lead to figure out how the company can break into the multibillion-dollar pharmacy market.For the last few years, Amazon has held at least one annual meeting at its Seattle headquarters to discuss whether it should enter the pharmacy business, says […]

We see several confirmations of our thematic tailwinds in several of our holdings, including Disney (DIS), Amplify Snacks (BETR), USA Technologies (USAT), AMN Healthcare (AMN), Amazon (AMZN) and Alphabet (GOOGL).

About half of retirees today either have worked or plan to work in retirement, according to a joint study conducted by Bank of America Merrill Lynch and Age Wave. That number is set to escalate in the coming years, with 72% of pre-retirees over the age of 50 saying their ideal retirement includes work in […]

TrumpCare passing the House and heading to the Senate for a vote has put pressure on healthcare workforce solutions company AMN Healthcare (AMN) even as it reported better than expected March quarter results.

As senior vice president for HP Inc.’s laser-jet business unit, Pradeep Jotwani put in 70-hour workweeks and traveled tens of thousands of miles each year, leaving him little time for much else. So when he turned 60 two years ago, he was ready to wrap up his 28-year career at HP. Yet he dreaded the […]

Your resident mixologists, Chris Versace and Lenore Hawkins, break down the latest moves in the markets and what they see going on beneath the headlines on this episode of Cocktail Investing — from FedEx’s insight into the economy, to what we are seeing in consumer credit card debt, to what used car sales tell us about the state of households.

While many of the policies suggested by the Trump administration would likely have a stimulative effect, they must be assessed within the context of today’s economic reality.

It was quite a week that started off with winter storm Stella, a Fed interest rate increase and finished up with St. Patrick’s Day. Your resident mixologists, Chris Versace and Lenore Hawkins, were busy sharing their thoughts on all of that as well as the February Retail Sales report this week and break it all down for you on this episode of Cocktail Investing.

We are always on the lookout for confirming as well as contradicting data points for our 17 investing themes across a variety of sources. It’s always great to uncover one that hits the bullseye and this week the Journal of the American Medical Association (JAMA) did just that with our Foods with Integrity theme. As the […]

You’ve probably already learned that on Wednesday the Federal Reserve Open Market Committee increased its Fed Funds rate to 0.75 – 1.0 percent. The markets were concerned that we would hear a much more hawkish tone from the Fed, which would have implied a possibly faster pace of rate hikes. Chair Janet Yellen’s prepared speech coupled […]

While the February Retail Sales Report headline figure came in as expected, thematic tailwinds and headwinds paved the way for those sectors that saw stronger retail sales and poured cold water on those that continue to contract.

Healthcare expenditures are being driven by a combination of our Aging of the Population and Rise & Fall of the Middle Class investing themes, but there are two other Tematica themes that are poised to change the how, where, when and why people consume healthcare — Connected Society and Disruptive Technology. There is little argument that […]

One of our investing themes here at Tematica is the Aging of the Population. The first baby boomers are turning seventy this year, with another 1.5 million joining the 70+ crowd every year for the next 15 years. That means that we will be seeing record numbers of workers leaving the labor pool, which has a […]

. . . Bad news various studies are finding that real spending actually declines in retirement by as much as 1% to 2% per year. Compounded throughout retirement, this discrepancy between standard industry assumptions and actual retiree behavior may be underestimating the safe withdrawal rate.”It appears likely that at least some kind of reduced-spending-over-time assumption […]

In this week’s episode of Cocktail Investing, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins sit down to discuss some of the week’s economic data, relevant political events and share where they have spotted a few of the latest Thematic Signals

An update on this Aging of the Population theme company with its business extremely well positioned to benefit from the healthcare worker shortage that we continue to see in the monthly JOLTS report.

Donning our thematic hats and looking at the January report, we find continued support for the accelerating shift toward digital commerce in the January Retail Sales Report.

Earlier today the Census Bureau published its report on January Retail Sales, which topped expectations with a print of +0.4 percent vs. the expected 0.1 percent. Stripping out January Auto sales and food services, Retail sales +0.2 percent month over month. To us, the more telling figure was the 5.1 percent year over year increase […]

Yesterday we talked about what the mainstream financial news isn’t telling you as the stock market continues to rise into headier and headier territory, so today we are going to discuss just what would need to happen for those lofty valuations to make sense and not feel like we are on a wobbly ladder climbing to […]

Boomers hold roughly $10 trillion in tax-deferred savings accounts, according to an estimate by Edward Shane, a managing director at Bank of New York Mellon Corp. Over the next two decades, the number of people age 70 or older is expected to nearly double to 60 million—roughly the population of Italy. Firms that manage 401(k) […]

Several of our investment themes have tailwinds that can be polar opposites, while others are complimentary like our Aging of the Population and Fountain of Youth themes. As more people age, more of them try to fight the effects of aging and look younger. That’s been a boon for skin-care products and unsurprisinlgy they’ve been […]

While we’re not ready to call the egress of retired Americans to areas around the globe that are more affordable the intersection of our Cash-strapped Consumer and Aging of the Population themes just yet, it is something we are watching. The “just under 400,000 American retirees now living abroad” is less than 0.5 percent of […]

 According to data published by the Administration on Aging, about 28% (12.5 million) of noninstitutionalized older persons live alone (8.8 million women, 3.8 million men) with almost half of older women (46%) age 75+ live alone. There are all sorts of concerns over this aspect of our Aging of the Population investment theme, but where there […]

  Seniors are migrating out of the MidWest and Northeast and heading to the South Atlantic and Western states in search of not only warmer temperatures but also a lower cost of living in order to extend the value of their retirement nest eggs.   About 593,000 people left the Northeast and Midwest to move […]

We may have stated the obvious in the headline — that our Aging of the Population investing theme focuses on aging — most ETF’s, funds and investment strategies in this category seem to focus entirely on the health and livelihood of those entering and living in their golden years. But while the saying goes “at least […]

Aging of the Population . . . the easy checklist on companies riding the thematic tailwinds of this worldwide evolution of population demographics includes healthcare, financial services, real estate, funeral services . . . Not so fast on that last one — changes in the prevalence of cremations is turning the industry on its head, […]

New data from the Beureau of Economic Analysis presented in a digestible map thanks to the Tax Foundation shows that $100 is not the same depending on the state you live in. Some have more buying power, but if you’re in New York or California those after tax dollars are not going  as far as […]

Adding some call options to a recently added nursing stock position as part of our Aging of the Population and Scarce Resources thematic, given the shortage in nurses throughout the country, with only more demand coming down the pipe.

As expectations are reset, it can mean opportunity — opportunity for taking positions in companies we see as well-positioned from a thematic perspective, but at better prices than just a few weeks ago. We saw that last week with CalAmp Corp (CAMP), and we see it again this week with this nursing staffing company

  The Aging of the Population isn’t a theme just playing out in the United States as the Baby Boomers move deeper and deeper into their golden years.  As the chart below, this is a global issue.     At Tematica Research, It’s an investment theme that we look at from all angles: healthcare, financial […]

In this week’s issue of Tematica Investing we add to the Tematica Select List with a Connected Society player, as well as include updates other key holdings, including out thoughts “The Mouse”.

“Skilled nursing in most states requires a certificate of need, which creates a barrier of entry, so that area has not been overbuilt,” says Richard Lynn, associate of the National Seniors Housing Group at Marcus & Millichap in Oakbrook Terrace, Ill. “Independent living also hasn’t been overbuilt because it is want-based and not need-based. The […]

Tematica Research Unveils The Thematic Index – An Alternative to Outdated Sector Investment Strategies
Handily outpacing the S&P 500 in the first half of 2016, the Thematic Index offers a holistic view of influences that can drive or stifle portfolio growth

The Rise & Fall of the Middle Class investing thematic we’ve developed at Tematica Research largely looks at the emerging middle class in developing countries and their increasing demand for goods and services — everything from healthcare and communications, to clothing, food and consumer goods. The demand for cheap labor has led companies from all […]

Renewed Brexit fallout uncertainty and Italian banking concerns have tipped the market mood back to cautiousness. Recent earnings have been disappointing and likely set the stage for what is to be a challenging June quarter earnings season. We remain very comfortable with the Tematica Select List holdings given the mix of defensive business models and thematic tailwinds.

Thematic investing delves deeply into emerging trends and all the ways that the economy will have to adjust to the underlying changes. The Aging of the Population thematic isn’t necessarily a new idea — we’ve been talking about the Baby Boomers for well, 60+ years now. However, this demographic shift isn’t just about healthcare and assisted living stocks […]

Brexit polls have moved back and forth favoring “Stay” then “Leave” then “Stay” again, ping-ponging the degree of uncertainty. As we know, the stock market abhors uncertainty and has responded in kind based on the latest Brexit poll.

In New York City, the push is on to create housing options for what will be nearly 2 million residents over 60 in the year 2040. Such development has traditionally been out in the suburbs, but when you have more than 10,000 baby-boomers during 65 each day, the demand will allow for these projects to take […]

Cashless Consumer, Connected Society, Safety & Security and Aging of the Population — four of our investment thematics all converging into one trend . . . mobile payments. As popular and convenient as paying through the smart phone has become, there are still holdouts, and thus room for growth. Generational demographics could be keeping smartphone payment technologies from gaining real […]

While most acknowledge that people are living longer, one area that people are only coming around to realizing is living longer means either having to save more for their golden year or working later in life. As the data shows, however, it’s looking more and more like people will have to retire later (if at […]

A data point that conflicts clearly conflicts  our Aging of the Population investing theme – not a bad thing per se it just means double checking other data and seeing if this is an aberration or the start of something. “It’s an uptick in mortality and that doesn’t usually happen, so it’s significant,” said Robert […]

We are seeing a new era of content given the entrance of companies like Netflix (NFLX), Amazon (AMZN) and Hulu as well as the growing influence of gaming, which has already spawned several cross platform properties. New technologies bring challenges, but at the end of the day no matter where consumers are with whatever device they have in their hands, content is what they will be consuming in one form or another. It’s at this inflection point where we focus our investment strategy on one of the oldest content producers in the business.

This week, you’ll see our greater emphasis on a thematic approach to investing on full display, as we dig into the realities of the economic slowdown and its impact on what we call the Cash-Strapped Consumer. We also jump right into the crunch between the Aging of the Population and the Scarce Resources that trend is creating — a nursing shortage.

Over the last few days, we’ve seen volatility creep back into the markets as more investors focus on its stretched valuation and weakening economic fundamentals. We have discussed this in recent editions of our Monday Morning Kick Off and spotlighted the disparity in this week’s edition. With the investment community realizing there is a high probability of the Fed will now only boost interest rates maybe twice in 2016 if at all, fundamentals are starting to once again take center stage.

Expectations for GDP in the current quarter fell even further this week, Fed Chairwoman Janet Yellen pushes out potential rate hike timing, dividend stocks come back into vogue as Yellen’s comments reverse hawkish comments last week and that’s good news for several of our holdings, examining Nike (NKE) and Under Armour (UA) shares, but only one gets on the Tematica Contender List, ,more thematic confirmation ripped from the headlines…

As we just mentioned new subscribers are joining us today and therefore we thought it made sense to include a recap of the current Tematica Select List. Given all that has gone on we have some new stop losses to put in place, and it seemed like a good time to share an update with existing subscribers as well.

During the last few weeks, the stock market, as measured by the S&P 500, has undergone a powerful rally. As of last night, that market had climbed 8.6% from its Feb. 11 close. While we are enjoying the market’s move higher, the economic data has continued to point to a slower domestic and global economy. Examples include the following:

It’s been another up and down week for the stock market, once again shaped by the the moves in oil prices. These movements can cause short-term disruptions in stock prices as evidenced by the gyrations of the last few weeks, but our thematic tailwinds continue to be a guiding light in the market storm.

It has been a busy week with several hundred earnings reports and a plethora of economic data that continues to point to a slowing in the domestic services economy as the domestic manufacturing economy flirts with a recession. The market continues to grapple with matching the economic reality with slower growth prospects for companies.

As the Northeast dug out from #Blizzard2016 earlier this past week, you could say the slowdown from the storm was a harbinger of what was to come this week in the form of more data pointing toward a slowing domestic and global economy. From my perspective, the Fed’s commentary following their monetary policy meeting this […]

While the “bad news is good news” move in the market over the last few days is decidedly more enjoyable than those gut-wrenching market falls of late, it’s like a party that goes on for too long; at some point someone has to turn off the music, close up the bar and call it a […]

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What is Thematic Investing

Thematic investing looks to identify pain points by looking at the intersection of shifting economics, demographics, psychographics and technologies, mixed in with regulatory mandates and other forces. Such pain points result in a pronounced secular market shift that shapes and impacts behavior, forcing companies to make fundamental changes to their businesses to succeed.  Read More >>

What We Do at Tematica

Tematica Research provides equity research, economic insights, and investment ideas based upon its proprietary thematic perspective of the world and financial markets. The thematic discipline utilized by Tematica across its research and economic commentary, as well as its index and portfolio construction efforts, is the culmination of the more than 20 years Chief Investment Office Chris Versace spent analyzing industries and companies.  Read More >>