Published Research and the Middle Class Theme

Hey folks, as you likely suspect we at Tematica do a lot of leg work and deep dives when developing our investment themes and refreshing our thematic mosaic. This means that in addition to scouring financial filings, company presentations, and earnings transcripts, we also chat with company management, thought leaders, and other industry movers and […]

This conversation is provided for informational purposes only and is not an offer or solicitation to buy or sell any securities. Tematica Research was compensated by a third party to conduct this interview. The information described herein is taken from sources that we believe to be reliable, but we do not guarantee the accuracy and completeness of […]

In an attack reminiscent of the Solarwinds hack, The French National Agency for the Security of Information Systems (ANSSI) recently released a report detailing actions taken by Russian hackers “Sandworm” targeting products offered by IT Monitoring system provider Centreon. The company has since responded stating that effected users were using an unsupported freeware version of […]

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The Tematica Individual Membership provides thematic investing strategies, trading ideas, and analysis of the most pressing economic and market developments that drive both our thematic perspectives and investing strategies.
Financial Professionals and experienced Individual Investors that become members receive access to the Thematic Leaders List which includes the top stock in each theme, plus our top overall most thematically-positioned stock. Membership also includes the Tematica Select List which are additional trading ideas of stocks riding our 10 investment themes and regular on-going insights and commentary on the market from a thematic perspective.

In a targeted phishing attack it appears hackers have manged to deploy two known pieces of malware that have proliferated throughout several state agencies. DHS, FBI and MSFT are investigating. Hackers have launched a sprawling, multifaceted cyber-attack against the state of Washington, according to two people familiar with the matter. Source: Hackers Have Infiltrated Many […]

While our Aging of the Population theme tends to center on the demographic tailwinds with Boomers, data is starting to show the “near retiree” group – aged 55-64 – is under saved for their retirement. We at Tematica see this propelling our Middle-Class Squeeze investing theme, but make no mistake those under saved implications will […]

In a recent interview, Danone (DANOY) CEO Emmanuel Faber shared his view that the current pandemic is increasing polarization in the food sector and the middle class is about to disappear. He sees it this way – as the divide between rich and poor grows, which will be reflected in what they eat, everyone in […]

While the July Employment Report showed 1.8 million jobs were added during the month, well ahead of the expected 1.6 million, it was a hefty drop compared to the 7.5 million jobs created in May and June. In examining the data, we find despite the rebound in manufacturing and services data, so far less than half […]

Yesterday US investors were surprised to see the market suddenly drop around midday, the Dow falling almost 400 points at one point, with no one clear, obvious catalyst. The suspected culprit was a report of new coronavirus cases at a Beijing hospital combined with other reports of the outbreak accelerating outside of China. The coronavirus […]

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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 >>

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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 >>