THE DIGITAL LIFESTYLE
The shifting landscape that now underpins the entire consumer experience
At the confluence of high-speed data networks, expanding computing power, and falling storage costs, a change has taken place in how consumers interact, share, shop, transact, game, pay and consume content. This, in turn, has upended existing business models, anointing companies that have been able to ride the tailwinds of this digital transition as consumers embrace the digital lifestyle while leaving others behind.
Components of the Digital Lifestyle Theme
The arsenal of connected devices consumers have at their fingertips to manage all aspects of their lives — smartphones, laptops, tablets, digital assistants, smart home devices, connected medical devices and other Internet of Things devices on the horizon.
Data Access & Connections
The wireless, broadband and data storage services allowing consumers to stream content as well as those allowing for the storage and access to thier personal music, photos and videos in the cloud.
Content Creators & eCommerce Providers
While there is still a TV in the living room and a stereo in the car, the media coming across those devices more and more is being streamed from various services. At the same time the need to "run to the mall" has disappeared as e-commerce providers have eliminated the final friction points of online shopping — shipping costs, delivery times, and return handling.
Digital & Mobile Payments
The swiping of the credit card is certainly still popular; however, the method of payment that is increasingly becoming the modality of choice is digital.
Published Research on Digital Lifestyle 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 >>