Category Archives: Cleaner Living

Ep. 9: How the Tapestry of Earnings is Coming Together

Ep. 9: How the Tapestry of Earnings is Coming Together

A look at the thematic outlook we can piece together from the flow of earnings reports we’ve received thus far, including what’s moving Amazon (AMZN), Apple (AAPL), International Airlines Group (ICAGY), IBM (IBM), Netflix (NFLX), Skyworks Solutions (SWKS) and the impact of spending on cybersecurity.

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A signal that a theme is taking hold — imposters and posers

A signal that a theme is taking hold — imposters and posers

  This story about a new line of Huggies disposable diapers came across our desk because of the headline: Huggies Launches Partially Plant-Based Diaper.  On the surface, it appears that this type of product could fall into the Tematica Cleaner Living theme, with the potential for Huggies owner Kimberly-Clark (KMB) to start making its way towards […]

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The time has come for the tiny pea 

The time has come for the tiny pea 

Basic economics teaches us about the dynamics between supply and demand, so it should come as no surprise that given the rise of plant-based alternatives, including pea protein, that are a part of our Cleaner Living investing theme and the Tematica Research Cleaner Living Index, farmers would pivot their plantings to account for that pick-up […]

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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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Meatless alternatives are on the rise, but so is global meat consumption

Meatless alternatives are on the rise, but so is global meat consumption

One of the dangers investors is looking at the world with blinders on because it means missing the larger picture. For example, if we were to look at the recent stock price success of Beyond Meat, a new constituent in the Tematica Research Cleaner Living index, and chatter over the expanding reach of Impossible Foods, […]

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Weekly Issue: Here Comes the Fed

Weekly Issue: Here Comes the Fed

Today we have Fed Wednesday and all eyes will be watching not only what the Fed says but how it says it when it comes to what’s next for monetary policy. Odds are the Fed will wait until it knows the fallout from the G20 summit, but investors are already bracing for an ugly next few weeks. This is prompting us to revisit stop loss levels for the Thematic Leaders.

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