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Coming #Brexit vote highlights all aspects of the thematic investing approach

Economics, demographics, psychographics, technologies, mixed in with regulatory mandates and other forces . . . it’s the intersection of these elements that highlight what thematic investing is all about. It’s hard to think of another example in recent history that results in all of these elements coming together at once than the coming Brexit vote and its impact on our Affordable Luxury theme.

A U.K. exit from the European Union could take a heavy toll on British luxury companies, but some of their rivals on the continent could stand to gain.

Source: European Luxury Brands Could Seize on ‘Brexit’ Turmoil – WSJ

About the Author

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.

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