Category Archives: Thematic Reading

Thematic Reads: April 27, 2020

Thematic Reads: April 27, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:

 


Cyber Security & Data Privacy

Securing individuals and organizations against cyber threats and privacy violations:

 


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.

Thematic Reads: April 20, 2020

Thematic Reads: April 20, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Cyber Security & Data Privacy

Securing individuals and organizations against cyber threats and privacy violations:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.


What Else We Are Loving

Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share

  • One of the few things that we here at Tematica are as passionate about as our investment themes is food. Good food that is full of flavor. (This is the editor here, shouldn’t that be food and wine? Just saying.) And one of Team Tematica has called out the following recipe for Lemon Ricotta Pancakes from the cooking and science book, “The Food Lab.” We suggest readers give it a whirl and chow down while you watch the Tematica-RizeETF webinar discussing the Cybersecurity & Data Privacy ETF that is based on our thematic scorecard.
Thematic Reads: April 13, 2020

Thematic Reads: April 13, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Cyber Security & Data Privacy

Securing individuals and organizations against cyber threats and privacy violations:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.


Thematic Reads: March 9, 2020

Thematic Reads: March 9, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Cyber Security & Data Privacy

Securing individuals and organizations against cyber threats and privacy violations:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.

Thematic Reads: March 2, 2020

Thematic Reads: March 2, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Cyber Security & Data Privacy

Securing individuals and organizations against cyber threats and privacy violations:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.

Thematic Reads: February 10, 2020

Thematic Reads: February 10, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.



What Else We Are Loving

Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share

  • We along with other investors continue to assess the impact of the coronavirus outbreak on the global economy as well as corporate earnings. As we have witnessed time and again, a pain point tends to give rise to potential solutions, and we are watching that unfold in response to the virus that has resulted in more than 45,000 cases worldwide and more than 1,100 deaths.  China has launched an app that allows people to check whether they have been at risk of catching the virus. People identified as being at risk are advised to stay at home and inform local health authorities.

 

Disclosures

Thematic Reads: February 3, 2020

Thematic Reads: February 3, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.



 

 

 

Thematic Reads: Week of January 27, 2020

Thematic Reads: Week of January 27, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.



What Else We Are Loving

Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share

  • This coming Sunday will be the game… THE game that will capture global attention as the San Francisco 49ers square off against the Kansas City Chiefs in Super Bowl LIV. And as much as we will be watching the game and its outcome — 75 experts surveyed by ESPN have the Chiefs favored over the 49ers (48-27) with the most common predicted final score of 31-27 — team Tematica will, of course, be watching the commercials, sampling adult refreshments and, of course, eating wings. This very well could include sampling the new Old Bay hot sauce from McCormick.

 

Disclosures

Thematic Reads: Week of January 20, 2020

Thematic Reads: Week of January 20, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment

 


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.

 


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.

 



What Else We Are Loving

Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share

  • After the 2019 year-end holidays, Tematica’s Lenore Hawkins decided to get herself a late Christmas present of the reMarkable tablet, and to put it mildly, she is loving it!. As an avid notetaker and a chronic traveler, this device is utterly perfect. First off, the sensation really is as close to writing on paper as possible, but it is even a wee bit better as rather than using an eraser when my handwriting inexplicably goes off the rails, a simple tap on “undo” and that wayward writing never even happened. Notes can be organized into notebooks and folders, all are synced in the cloud, and for those who are so inclined, it can translate written notes into typed text. The wonderful device allows the obsessive note-taker to have all their notes with them, wherever they go, while only taking along one very light device. It also allows for annotation of PDF documents, what more could one want? Lenore sums it up this way, “This one is definitely a winner for me.”.
Thematic Reads: Week of January  13, 2020

Thematic Reads: Week of January 13, 2020

Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.

Aging of the Population
The global demographic shift towards a more senior population


Cleaner Living
Growing demand for items that claim to be better for you and the planet:


Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment


Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.


Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.


Guilty Pleasures

The products and services people will consume no matter the economic environment.


Living the Life

Those things that bridge the gap between want and ability at every socioeconomic level.


Middle-Class Squeeze

Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.


New Global Middle Class

Areas around the world where rising disposable incomes are driving demand for a host of products and services.


Safety & Security

Reflecting the evolving needs across individual, cyber, corporate and homeland security.



What Else We Are Loving

Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share