Published Research and the Living the Life Theme

While technically Poshmark is a digital marketplace where people from the United States can buy and sell new or used clothing, shoes and accessories, the reality is it’s a community based social media platform that matches buyers and sellers of personal clothing. If that sounds like a company at the intersection of our Disruptive Innovators, Digital Lifestyle, Middle-Class Squeeze and Living the Life investing themes, we could not agree more.

Tematica’s Living the Life investing theme looks to capture the global spending on higher-end affordable luxury as well as luxury branded goods and services that from an economic perspective have a high-income elasticity of demand. As people become wealthier, which we are seeing with the Rise of the Middle Class across many emerging economies, especially China, they will buy more luxury goods.

  Alipay, a third-party mobile and online payment platform developed by Alibaba (BABA), is  teaming with First Data Corp. (FDC) tells that not only is our Cashless Consumption theme heating up in general, but the greater adoption of Cashless Consumption products and services outside the US likely means more international players than many a U.S. centric […]

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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 >>