Walmart, Philips and T-Mobile team with VA for telemedicine

Walmart, Philips and T-Mobile team with VA for telemedicine

An expansion of its telemedicine program with Walmart, T-Mobile and Philips to meet veteran needs, the Department of Veterans Affairs is one to watch for this aspect of our Digital Innovators investing theme, which has implications for two other investment themes.

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The shrinking hospital count is a pain point of thematic opportunity 

The shrinking hospital count is a pain point of thematic opportunity 

There is are several factors pressuring margins at hospitals that are poised to accelerate the pace in hospital closures. This comes at a time, keeping with or Aging of the Population investing theme and Boomer Economy Index, that population dynamics are expected to drive a spending shift that favors the demand for healthcare. As we […]

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Intel’s 5G showcase should have cable companies quaking in their boots

Intel’s 5G showcase should have cable companies quaking in their boots

On this week’s Cocktail Investing Podcast, Tematica’s Chris Versace and Lenore Hawkins do a deep dive on our Connected Society investing theme and discuss the coming creative destruction to be had with 5G wireless technology. Carriers like AT&T (T) and Verizon (VZ) are beta-ing 5G networks and commercial deployments are expected to begin in a […]

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Two More Thematic Tailwinds Are About to Change Healthcare

Two More Thematic Tailwinds Are About to Change Healthcare

Healthcare expenditures are being driven by a combination of our Aging of the Population and Rise & Fall of the Middle Class investing themes, but there are two other Tematica themes that are poised to change the how, where, when and why people consume healthcare — Connected Society and Disruptive Technology. There is little argument that […]

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