Category Archives: Thematic Signals

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Thematic Signals highlights confirming data points and items to watch for our list of investing themes. Whether it’s a news item, video clip, or company commentary, we’ve included this full list of items literally “ripped from the headlines.”

Ep. 9: How the Tapestry of Earnings is Coming Together

Ep. 9: How the Tapestry of Earnings is Coming Together

A look at the thematic outlook we can piece together from the flow of earnings reports we’ve received thus far, including what’s moving Amazon (AMZN), Apple (AAPL), International Airlines Group (ICAGY), IBM (IBM), Netflix (NFLX), Skyworks Solutions (SWKS) and the impact of spending on cybersecurity.

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“Follow the Money” is always a good Thematic Investing Strategy

“Follow the Money” is always a good Thematic Investing Strategy

In the 1976 motion picture, All the President’s Men, the catchphrase “Follow the Money” was coined. It was the advice given by the Deep Throat character as reporters Woodward and Bernstein looked to uncover the scandal that came out of the Watergate break-in. When it comes to thematic investing, the same advice should be heeded. Very […]

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A signal that a theme is taking hold — imposters and posers

A signal that a theme is taking hold — imposters and posers

  This story about a new line of Huggies disposable diapers came across our desk because of the headline: Huggies Launches Partially Plant-Based Diaper.  On the surface, it appears that this type of product could fall into the Tematica Cleaner Living theme, with the potential for Huggies owner Kimberly-Clark (KMB) to start making its way towards […]

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People older than 65 outnumber children under five

People older than 65 outnumber children under five

A new report from the United Nations highlights the fact there is no slowing down the aging process and the growing cohort of people over 65 years old across the globe. This is one of the key drivers behind our Aging of the Population investing theme, which focuses on the growing array of products and […]

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Next-day and same-day delivery will take a knife to brick & mortar retail

Next-day and same-day delivery will take a knife to brick & mortar retail

“Retailers closed a record 102 million square feet of store space in 2017, then smashed that record in 2018 by closing another 155 million square feet, according to estimates by the commercial real-estate firm CoStar Group.” And that’s before Amazon unveiled the shift in its Prime service to one-day from two-day shipping. In short order, […]

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Oregon highlights a key struggle with cyber security

Oregon highlights a key struggle with cyber security

What’s going on in Oregon is more than likely typical of most governments and companies – a patchwork of systems that not only have difficulty talking to one another but also gaps that leave the government, company or other institution vulnerable to an cyber threat. Simply throwing money at the cyber security problem leads to […]

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Europe gets in the game with 5G deployments

Europe gets in the game with 5G deployments

To date the majority of conversation around 5G mobile network deployments has been in the U.S., as once again Verizon and AT&T battle over whose network will be the best. In the past, the eurozone has blazed the next generation of mobile technology due in part to both Ericsson and Nokia being housed there. But […]

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The time has come for the tiny pea 

The time has come for the tiny pea 

Basic economics teaches us about the dynamics between supply and demand, so it should come as no surprise that given the rise of plant-based alternatives, including pea protein, that are a part of our Cleaner Living investing theme and the Tematica Research Cleaner Living Index, farmers would pivot their plantings to account for that pick-up […]

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