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
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 >>