Category Archives: News

Qualcomm targets 5G infrastructure market with base station chips

Qualcomm targets 5G infrastructure market with base station chips

Long time communication chip maker looks to move upstream in digital infrastructure push.

Qualcomm Inc on Tuesday said it will produce chips for 5G telecommunications networking gear, marking the first entry by a major American technology company into a market dominated by European and Chinese firms.

Source: Qualcomm jumps into 5G infrastructure market with base station chips

Impossible Foods Seeking World’s Best Scientists

Impossible Foods Seeking World’s Best Scientists

Not content to simply offer alternatives to beef production and consumption, Impossible Foods announces goal to “Eliminate Animal Agriculture”

With a mission to reverse global warming and halt catastrophic biodiversity collapse, Impossible Foods is replacing the world’s most destructive technology – the use of animals to transform plants into meat, fish and dairy foods.

Source: Impossible Foods Is Doubling Its R&D Team and Seeking World’s Best Scientists To Help Eliminate Animal Agriculture

Hackers use web-based project management BaseCamp to attack networks

Hackers use web-based project management BaseCamp to attack networks

It’s never a dull moment when it comes to our Cybersecurity and Digital Privacy investing theme and the corresponding index given that hackers are constantly looking for vulnerabilities and other gaps to exploit. According to a new report, phishing campaigns that distribute malware or steal your login credentials have started to use Basecamp, a web-based project management solution that allows people to collaborate, chat with each other, create documents, and share files. It appears once again the ongoing game of one upmanship between cyber attackers and cyber defenders is poised to continue as the way we live, work and play become increasingly digital.

Security researchers MalwareHunterTeam and James have found that threat actors are distributing BazarLoader executables using public Basecamp download links.

BazarLoader is a stealthy backdoor Trojan from the TrickBot gang used against high-value targets to compromise their networks. Once installed, BazarLoader will deploy Cobalt Strike beacons that allow threat actors to access the network and ultimately deploy the Ryuk ransomware.

By abusing safe services such as Basecamp to host malicious files and phishing pages, users can be lulled into a false sense of trust and open files that they normally would not.

Furthermore, by using Basecamp URLs, threat actors can create carefully constructed and targeted campaigns to infiltrate a network as users may feel that the file is from their Basecamp project.

Source: Hackers now abuse BaseCamp for free malware hosting

GAO report warns of aviation cybersecurity risks

GAO report warns of aviation cybersecurity risks

We at Tematica are unfortunately firm believers that the new connective technologies and applications associated with our Digital Lifestyle and Digital Infrastructure investing themes will create new attack vectors for cyberattackers and other bad actors. A new report  describes the connected entrainment we enjoy while traveling on aircraft as an example of just that. Another market that will help drive cybersecurity and data privacy spending that is captured by the Foxberry Tematica Research Cybersecurity & Data Privacy USD PR Index and the Rize Cybersecurity and Data Privacy UCITS EFT (CYBR).

The Government Accountability Office (GAO) noted in a report Friday (Oct. 9) that the Federal Aviation Administration (FAA) has not held testing of possibly susceptible technology, prioritized digital risks or created a digital security instruction program.

Entertainment systems, wireless networks, technologies that send information back to earth without intervention and position broadcasts are some of the complex digital infrastructure on commercial airliners.

According to the report, as noted by Bloomberg, “Until FAA strengthens its oversight program, based on assessed risks, it may not be able to ensure it is providing sufficient oversight to guard against evolving cybersecurity risks facing avionics systems in commercial airplane.”

Source: GAO Warns Of Aviation Cybersecurity Risks |

What Is Precision Farming, And Who Are The Players To Watch?

What Is Precision Farming, And Who Are The Players To Watch?

Food is perhaps the best known consumable product, and the economic laws of supply and demand are pointing to an emerging pain point unlike any we have seen in recent history. To combat this looming problem, the agriculture industry is embracing technology, much of which is similar to that housed inside the smartphones we use today, giving rise to the precision agriculture market.

Read more here


Thematics trump the S&P 500 in 3Q 2020

Thematics trump the S&P 500 in 3Q 2020

Last week we closed the books on the third quarter of 2020, which ended with a whimper as September saw all the major US stock market indices give back a portion of their August gains. That lackluster finish was fueled by renewed concerns surrounding the pandemic and its impact on the global economy, the lack of a fiscal stimulus deal in the U.S., and risks of a contested presidential election. Despite September’s retreat, the major US equity indices closed the quarter up between 5.3%-9.4% % with the Russell 2000 bookending on the low end while the Nasdaq Composite Index led the pack leaving the S&P 500 and the Dow Jones Industrial Average in the middle. By comparison, the Tematica Research Cleaner Living Index finished the September 2020 quarter up 27.1% even though the index moved lower during the final month of the quarter. That climb during the quarter capped off a 45.0% move higher in the Cleaner Living Index for the first nine months of 2020 vs. just a 4.1% gain for the S&P 500. 

The outperformance of the Tematica Research Cleaner Living Index reflects one of the many structural changes that are unfolding on a global basis, triggered by shifting consumer preferences and behaviors that are leading companies to pivot their business models in response. In the case of Cleaner Living, the index captures the shift toward products and services that are cleaner and better for you, your body, your home, your workplace, and the environment. 

Structural changes, such as those, are identified by Tematica’s investment themes and captured in its indices and model portfolios, all of which have outperformed the broader market thus far in 2020. For the September quarter, the Foxberry Tematica Research Cybersecurity & Data Privacy Index returned 7.1%, which elevated its return for the first nine months of 2020 to 22.7% vs. 4.1% for the S&P 500 and 9.4% for the Nasdaq Composite Index. Similarly, the Foxberry Tematica Research Sustainable Future of Food Indexachieved a gain of 11.4% for the September quarter and outperformed the major US equity market indices with its 10.1% gain for the first nine months of 2020.

In our view the only thing better than the influence of one thematic tailwind is a confluence of multiples themes be it for the Thematic Leader model portfolio or Tematica’s Thematic King that is Amazon (AMZN). The Thematic Leaders model portfolio, which returned 20.2% in the September quarter, is an equal-weighted portfolio showcasing the companies that exemplify each of Tematica’s 14 investment themes. Amazon possesses the highest Thematic Scorecard ranking given its exposure across all of our investment themes.

For the first nine months of 2020, the Thematic Leaders model portfolio was up 61.1% and since its inception in December 2018, the portfolio is up 118.9% compared to 34.2% for the S&P 500. Amazon shares were no slouch either, rising 70.4% during the first nine months of 2020, as consumers embraced digital shopping and companies embraced the cloud amid the pandemic. As impressive as that performance was, however, Amazon shares lagged behind Beyond Meat (BYND) and Farfetch Ltd (FTCH) shares, the respective leaders for Tematica’s Sustainable Future of Food and Living the Life investment themes. 

The outperformance of the Thematic Leaders as well as the Tematica Research Cleaner Living Index, the Foxberry Tematica Research Cybersecurity  Data Privacy Index, and the Foxberry Tematica Research Sustainable Future of Food reaffirm Tematica’s view that sector investing is dead, and to outperform the investment herd one needs to think differently. 

Washington State’s Agencies Identified as Cyber Attack Target

Washington State’s Agencies Identified as Cyber Attack Target

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 of Washington State’s Agencies – Bloomberg

Here comes China’s aging population 

Here comes China’s aging population 

Credit Suisse issued a report that speaks to the heart of our Aging of the Population investing theme – the changing demands and needs of the aging population as well as their economic footing will lead to a sea change in spending as Boomers no matter what country they live in become conservers of wealth. The spending shift will translate into tailwinds for certain areas of the economy and pronounced headwinds for others.


China’s baby boomers are set to retire in the coming years, and they’re spending in different ways compared to the current retirees, according to a Credit Suisse report.

These baby boomers — defined in the report as those born in the 1960s — are more aware of having their health-care needs covered, and that’s set to lead to a “very sharp shift” in trends in the country, said Will Stephens, Asia Pacific head of quantitative and systematic strategy at the bank.

Effects from the aging population will be felt across a wide range of industries, from health care to insurance, and travel and e-commerce, according to the report, which surveyed 1,500 middle-aged and elderly consumers in China.

Stephens said the group was “the largest cohort in history” — or about 245 million Chinese, and highlighted the differences compared to the current generation of retirees.

“I think the key difference here is the sheer scale and size of the current generation of Chinese baby boomers that are going to be retiring over the next 10 years,” he said. “This boomer generation came of age right at the cusp of China’s inflection point into what’s essentially the greatest growth trend in history. So they have very different consumption patterns, different interests than what we see amongst the current retirees,” he told CNBC on Tuesday.

Citing the survey, Stephens pointed out that 39% of baby boomers expect that existing health-care social security plans will not likely meet their needs.

Source: Credit Suisse: China’s aging population will benefit healthcare, insurance