Author Archives: Chris Broussard

About Chris Broussard

I'm the Co-Founder and President of Tematica Research and editor of Thematic Signals, which aims to uncover confirming data points and items to watch for our list of investing themes. Whether its a news item, video clip, or company commentary, we've included this full list of items literally "ripped from the headlines." I have been involved in financial services marketing and publishing for over 20 years – having held senior level positions with financial publishers, financial services corporations and providing marketing support and consulting services to financial institutions and independent financial advisors. My background in digital marketing, financial services and consumer research provides me with a unique perspective on how to uncover the underlying proof points that are driving the themes our Chief Investment Officer Chris Versace utilizes in our various Tematica publications.
New Thematic Index Identifies Companies Driving the Clean Living Movement

New Thematic Index Identifies Companies Driving the Clean Living Movement

Announcing the launch of the Tematica Research Cleaner Living Index (CLNR). The index is a thematic approach to ESG investing that looks to capture those companies that are riding the tailwinds of Tematica Research’s Cleaner Living investment theme, which focuses on the shifting consumer preference for food, beverages, personal care and beauty items, home cleaning and lifestyle products and services that are deemed to be better for you, your body, your home, workplace and the environment.

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Glass: Packaging that’s clearly worth a second look | Grocery Dive

Glass: Packaging that’s clearly worth a second look | Grocery Dive

Glass containers are seeing a resurgence on grocery store shelves, as more and more food manufacturers return to the packaging material that used to be the mainstay until plastics took the pole position in the 1970s. The catalyst behind this movement back towards glass bottles and jars ties into our Cleaner Living Investment theme as […]

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A Look Below the Headlines Reveals a Rebuilding America Thematic Signal

A Look Below the Headlines Reveals a Rebuilding America Thematic Signal

Earlier this week the Commerce Department released its April construction data, which the Associated Press reported with the headline, “US construction spending was flat in April as housing fell.” Of course, being the thematic investors that we are, we immediately looked beneath the headlines to dig into the data, mostly because of the obvious point — […]

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Latin American Broadband Penetration to Cross Over 50% by 2020

Latin American Broadband Penetration to Cross Over 50% by 2020

In the United States over 80% of households enjoy broadband internet access, a fact that many of us take for granted and as we stream media to our TV’s and other devices and install IoT devices in an attempt to achieve the perfectly “connected home”.  Of course, no country has reached the heights of South […]

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With Tax Breaks Set to Expire, Wind Projects Open Their Sails

With Tax Breaks Set to Expire, Wind Projects Open Their Sails

A record 13.3 gigawatts of new capacity from wind producers came online in 2012, which no so coincidentally coincided with an expiring tax credit program for that year. This year, 2019, the projection is for 12.7 gigawatts of new capacity to come online. Obviously, consumer demand for alternative energy, part of our Cleaner Living investment […]

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Getting Out into the Wilderness Doesn’t Have to Mean Destroying It Just to Get There

Getting Out into the Wilderness Doesn’t Have to Mean Destroying It Just to Get There

  The prototypical image most folks have when it comes to recreational vehicles (RVs) is that of the massive, bus-like, gas-guzzling vehicle motoring down the highway — oftentimes, it seems, to be riding in the left-hand line doing 10 miles under the speed limit. That last part might be an exaggeration, but you get the […]

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The Middle Class Squeeze and Aging of the Population Themes Converge Under the Golden Arches

The Middle Class Squeeze and Aging of the Population Themes Converge Under the Golden Arches

According to a report by the Economic Policy Institute (EPI): The average household aged 56-61 has amassed a $163,577 nest egg. Over the course of a 20-year retirement, $163,577 amounts to just $8,178 a year, or $681 a month, of income. The median savings for that age group is just $17,000, which means a large […]

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Walmart Store Revamp Checks Several Thematic Boxes

Walmart Store Revamp Checks Several Thematic Boxes

News coming out of Bentonville, AR this week details a series of store enhancements and renovations to 500 Walmart stores in the coming years. As we read through the discount retailer’s plans, the “ding” buttons were going off in our heads as many of them directly touch upon our investment themes. At a reported total cost of $11 billion, these plans are set to have a major impact on both store operations and the customer experience of shoppers. Here is a quick rundown of what we learned.

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