Category Archives: Aging of the Population

Is Now the Time to Panic?

Is Now the Time to Panic?

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 […]

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The growing intersection of the Aging Population and the Middle-Class Squeeze

The growing intersection of the Aging Population and the Middle-Class Squeeze

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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Healthcare Data Presents Lucrative Target for Cyberattackers

Healthcare Data Presents Lucrative Target for Cyberattackers

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.

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Mirror Mirror on the Wall – Make me Sweat!

Mirror Mirror on the Wall – Make me Sweat!

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 […]

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Aging Population to weigh on Korea’s economic growth

Aging Population to weigh on Korea’s economic growth

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 […]

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Consulting hands to guide seniors and their families into the Boomer Economy 

Consulting hands to guide seniors and their families into the Boomer Economy 

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 […]

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The shrinking hospital count is a pain point of thematic opportunity 

The shrinking hospital count is a pain point of thematic opportunity 

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 […]

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Best Buy acquires Great Call for greater Boomer Economy exposure

Best Buy acquires Great Call for greater Boomer Economy exposure

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 […]

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Don’t Count Out Older Grocery Shoppers 

Don’t Count Out Older Grocery Shoppers 

  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 […]

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