Published Research on the New Global Middle Class Investment Theme

Spinning out of the mounting trade and tariff talk over the last few months, Tematica’s mixologists Lenore Hawkins and Chris Versace talk with Teucrium Trading’s Sal Gilbertie on this week’s podcast. Not only is Sal a died in the wool farmer, but he’s also one of the management team behind Teucrium’s agricultural commodity-focused ETFs.

As part of constantly revisiting and testing our investing themes, from time to time we will make changes and enhancement to them. As part of that ongoing effort, we recently re-cast part of our Rise & Fall of the Middle Class investing theme. That move left Rise of the New Middle Class, which we’ve shortened to the New Middle Class and focuses on areas around the world, notably China and India, but other emerging markets as well where rising disposable incomes are driving demand for a host of products and services.

With trade and tariffs being the market words of the week, we review the positioning and exposure for that on the Tematica Investing Select List. We’re cutting MGM Resorts (MGM) from the Select List, and are recasting our Rise & Fall of the Middle Class theme into two – the New Middle Class and the Middle Class Squeeze.

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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 >>