LIVING THE LIFE
Cars, Mansions, Yachts, Perfumes, Exclusive Resorts and Vacations, Fashion, Jewelry and Personal Technology.
The Living the Life Investment Theme focuses on those global products, services and brands that bridge the gap between want and ability at every socioeconomic level, while also delivering a sense of status and personal affirmation.
Living the Life is an Internationally Developing Theme
International Rise of Luxury Goods
In the U.S. the focus is on the “1 percenters”, but according to data from Capgemini, there are more than 5.1 million people in the Asia-Pacific region who are millionaires. That means greater Asia is the now the continent with the most super-rich people globally, not North America. Our Living the Life theme looks to capture the benefits of where these new millionaires are directing the bulk of their discretionary spending.
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 >>