Weekly Issue: The Changing Mood of the Market

Weekly Issue: The Changing Mood of the Market

The stock market continues to grapple with several headwinds across the geopolitical, economic and economic landscapes. Near-term the changing market mood will be challenging, but we continue to receive favorable signals that confirm our thematic approach.

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Fighting the Connected Society, CVS Health expands out of the store with CVS vending machines

Fighting the Connected Society, CVS Health expands out of the store with CVS vending machines

We are seeing another sign of brick & mortar retailers embracing creativity to expand their business beyond the physical store format. While this could lend a helpful boost to the shift to mobile payments from credit and debit cards, we see it more as retailers contending with headwinds associated with our Connected Society investing theme. […]

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Target new ‘Connected Living’ in-store pilot program signals the Connected Home nears the tipping point

Target new ‘Connected Living’ in-store pilot program signals the Connected Home nears the tipping point

While some may chalk it up to trying to lure consumer electronic consumers from Best Buy,  hhgregg and Apple Stores, Target’s Connected Home initiative points to these connected devices nearing the main stream tipping point. We’d still prefer to order these devices from Amazon and skip the Target experience all together, but that’s just us […]

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