Healthier Food, People, Homes, Offices and Planet
They say too much information is a dangerous thing, but in the case of consumers, access to information is helping reshape how they are living their lives. This shift in preference for healthy, natural products and the eschewing of artificial chemicals, sweeteners, sugar and other synthetics in all aspects of our lives is one of the basic building blocks for Tematica Research’s Clean Living investing theme
Components of the Cleaner Living Theme
Cleaner Food & Dining
Natural, organic, non-GMO and gluten free foods, beverages and snacks for at-home or away from home consumption that specifically avoid using preservatives, sugar, sweeteners, other artificial ingredients and saturated fats.
Electricity generation through non-hydrocarbon based, renewable sources of energy as well as providers of good & services supporting the renewable power industry.
Cleaner Health and Beauty
Natural skincare & makeup; toxin-free toothpaste, shampoos, soaps and baby products made with more natural ingredients and fewer or no preservatives, artifical flavors, scents or colors. Also includes goods and services that promote fitness activities.
Cleaner Building & Infrastructure
Construction materials manufactured with high recycling content or are made through environmentally friendly, sustainable processes, including products and technologies designed to use less material and energy.
Non-fossil fuel powered consumer and commercial vehicles including electric and hydrogen fueled vehicles as well as providers of goods and services supporting the development of these technologies.
Published Research and Articles on the Clean Living Theme
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 >>