SAFETY & SECURITY THEME
Reflecting the evolving needs across individual, cyber, corporate and homeland security.
The right to defend yourself and your property applies in today’s increasingly connected world, just as it did more than 200 years ago. While the debate and media coverage focus on the Second Amendment and the right to keep and bear arms, the threats we face today are changing, just as the way we interact with people, data and content are changing. As individuals, companies and countries, we must be increasingly on guard and behaviors need to shift away from reactionary defense towards always prepared and secure, much the way we’ve seen with homeland security and traditional national defense.
Components of the Safety & Security Investment Theme
The current administration has pledged to rebuild the US military, looking to boost defense spending to $574.5 billion in 2018, a 10 percent increase from the last full-year budget in fiscal 2016.
In the five year period ending in 2021, worldwide spending on cybersecurity software, services, and hardware services is expected “to eclipse $1 trillion”
With the media’s emphasis on cyber security and gun control, attention is lost on other aspects of individual or personal security. The global home security solutions market, (which includes video surveillance, electronic locks, alarms, access control, sensors, detectors and corresponding services) is predicted to reach $30.3 billion by 2022, up from $8.3 billion in 2014.
Published Research on Safety & Security Investment 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 […]
March quarter earnings confirm the growing demand for cybersecurity solutions but warn attackers continue to innovate.
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 […]
On November 3, California citizens approved the California Privacy Rights and Enforcement Act (CPRA), a comprehensive privacy law that expands the California Consumer Privacy Act (CCPA). Of note, the CPRA creates more stringent requirements for companies that collect and share sensitive personal information and creates the California Privacy Protection Agency, which will be responsible for enforcing […]
Engineers at Cloudflare (NET) and Apple (AAPL) say they’ve developed a new internet protocol that will shore up against “one of the biggest holes in internet privacy.” Dubbed Oblivious DNS-over-HTTPS (ODoH), as Nick Sullivan, Cloudflare’s head of research explains, it is meant to “separate the information about who is making the query and what the query […]
It’s extremely important for digital shopping and e-commerce platform websites that handle sensitive customer information to ensure the communication between servers and users is encrypted. As we move in the 2020 holiday shopping season, one that is widely expected to shift considerably to digital shopping given the resurgence in the coronavirus, this is more critical than ever. […]
The first known cyberattack hit in 1988, when what became known as the Morris Worm installed itself on a computer every one out of seven times, even if the computer claimed it already had the program. With each installation, the infected computers would become further debilitated until they finally crashed. The worm damaged approximately 6,000 […]
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 […]
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 […]
Safety & Security Thematic Index
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 >>