Category Archives: Safety & Security

iPhone to be proof of identity and replace passports?

iPhone to be proof of identity and replace passports?

We’ve all heard about and even longed or the day when we would no longer have to carry one’s money, credit cards, keys, and identification. Mobile payments like Apple Pay and aspects of the Connected Home have helped ease the burden on our pockets and bags, but identification has been the more elusive category. It seems, […]

read more »
Security holes found in online stock trading platforms

Security holes found in online stock trading platforms

A new report finding security holes in digital trading platforms is a sharp reminder of one downside associated with our Digital Lifestyle investing theme. While most tend to take it for granted the ease of shopping or in this case trading or at least buying and selling stocks, mutual funds, and ETFs online, few are likely […]

read more »
A new study warns of rising hacker threats to ERP software

A new study warns of rising hacker threats to ERP software

With at least a dozen companies and government agencies being targeted and thousands more exposed to data breaches by hackers exploiting old security flaws in management software from Oracle or SAP, a new study reminds us of growing pain points associated with cyber attacks. Per the study, inside this enterprise resource planning software companies store […]

read more »
Data breach exposes vulnerabilities at GM, Ford, Tesla, Toyota and dozens more

Data breach exposes vulnerabilities at GM, Ford, Tesla, Toyota and dozens more

A few months ago in episode 59 of the Cocktail Investing podcast, we discussed the looming cybersecurity threats to be had in the corporate supply chain. After that conversation, we figured it was only a matter of time until a high profile supply chain attack occurred. It was only a matter of months until the […]

read more »
Adidas is added to the growing list of retail cyber hacks

Adidas is added to the growing list of retail cyber hacks

Amid all the talk of trade wars and tariffs, the new war that is cyber attacks continues to advance, threatening companies and consumers alike. We have long said that cyber security, an aspect of our Safety & Security investing theme and index, is much like insurance – you may not think you need it, but […]

read more »
A new digital key standard could finally put your car key inside your iPhone

A new digital key standard could finally put your car key inside your iPhone

We as a people have been carrying many things in our pockets when we leave the house – first keys and wallet then keys, wallet and phone. As part of our Cashless Consumption investment theme we have seen mobile wallets begin to proliferate as well as apps like Apple Pay and PayPal that likely mean […]

read more »
WEEKLY ISSUE: Trade and Tariffs, the Words of the Week

WEEKLY ISSUE: Trade and Tariffs, the Words of the Week

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.

read more »
Connected surveillance cameras bring safety & security

Connected surveillance cameras bring safety & security

There are several aspects to our Safety & Security investing theme, one of which is being proactive vs. reactive, which we see as one of the differences between “security” and “defense.”  While the headlines over the last few years have focused on body-cameras, we are seeing the coming together of our Connected Society and Safety […]

read more »
Emirates thinks robots, AI and big data can improve the airport experience

Emirates thinks robots, AI and big data can improve the airport experience

Team Tematica logs plenty of air miles each year, and we would love to see a more stream lined way to getting not only in and out of the airport, but on and off the airplane as well. It seems, we’re not alone in that thinking and now Emirates, the world’s biggest long-haul carrier, is […]

read more »
BMO and CIBC attacks are reminders of the growing cyber threat

BMO and CIBC attacks are reminders of the growing cyber threat

Another reminder that cybersecurity, a key aspect of our Safety & Security investing theme and our Safety & Security Index, is the 21st century version of insuance – one needs to have for when something does go wrong. With $445 billion lost last year to cybercrime, I see that making cybersecurity a must have for […]

read more »