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.

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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