Author Archives: Lenore Hawkins & Chris Versace

About Lenore Hawkins & Chris Versace

Lenore Hawkins serves as the Chief Macro Strategist for Tematica Research. With over 20 years of experience in finance, strategic planning, risk management, asset valuation and operations optimization, her focus is primarily on macroeconomic influences and identification of those long-term themes that create investing headwinds or tailwinds. Chris Versace is Tematica's Chief Investment Officer and editor of Tematica Investing newsletter. All of that capitalizes on his near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks.
Ep 51: Are Markets Issuing the All Clear or Is the Ride Just Getting Started?

Ep 51: Are Markets Issuing the All Clear or Is the Ride Just Getting Started?

In this week’s episode, Lenore Hawkins and Chris Versace assess the conflicting winds of fiscal and monetary policy at a time when the stimulative effects of tax cuts and increased government spending go head to head with the slowing effects of a Federal Reserve that is expected to raise rates at least three times and maybe even four in 2018 while simultaneously tapering its massive balance sheet. Get ready to rumble!

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Ep 50: What was up with all the stock market swings?

Ep 50: What was up with all the stock market swings?

With a stock market that on the cusp of exiting January that was priced to perfection following a near 30% move over the prior 15 months that had stocks in truly rare air, the modest negative was bound to let some air out of the party balloons. Tematica’s investing mixologists Chris Versace and Lenore Hawkins break down the what and why’s behind the return of market volatility.

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Ep. 48: the ICE and the BUZZ from Inside ETFs 2018

Ep. 48: the ICE and the BUZZ from Inside ETFs 2018

Amid a packed schedule of conference presentation and meetings with ETF issuers and the proverbial who’s who in ETFs at the Inside ETFs 2018 conference, our mixologists Lenore Hawkins and Chris Versace had the opportunity to talk with both Doug Yones, the Head of Exchange Traded Products at NYSE and Jamie Wise at Periscope Capital, which is responsible for the BUZZ Indexes and BUZZ US Sentiment Leaders ETF (BUZ).

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CES 2018: What it all means for our Connected Society Investment Theme

CES 2018: What it all means for our Connected Society Investment Theme

This week Tematica’s investing mixologists Chris Versace and Lenore Hawkins are back to discuss the technology-infused CES 2018, an annual tradeshow, and how the products and services revealed at the event reflect our Connected Society, Disruptive Technologies, Aging of the Population, Affordable Luxury, Aging of the Population and Safety & Security investing themes.

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Black Friday Clicks vs Bricks

Black Friday Clicks vs Bricks

In this week’s episode of the Cocktail Investing Podcast, hosts Lenore Hawkins and Chris Versace digest all of the data coming in from the official start of the 2017 Holiday Shopping Season and the shakeout between the brick and mortar retailers versus the impact of online sales.

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Autonomous Vehicles: The Future is Now

Autonomous Vehicles: The Future is Now

There has been array of headlines about autonomous vehicles in recent weeks, which can lead to questions and sometimes confusion as investors new and old look to understand the opportunities as well as potential risks and timing That’s why on this week’s episode of Cocktail Investing, we’re sharing an excerpt of our conversation with Brad Stertz, Director of Government Affairs at Audi, to put some context and perspective around the market opportunity for autonomous vehicles.

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The Rise and Fall of the Middle-Class Part 1

The Rise and Fall of the Middle-Class Part 1

The expanding global middle class will account for nearly half of all consumption in the coming years. In this week’s podcast episode we discuss the where and why behind this new middle-class and how it is reshaping industries and business models at Amazon (AMZN) and General Motors (GM) to McCormick & Co. (MKC) and many, many more

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