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.”

Tencent set to Stream 2017, 2018 and 2019 NFL games in China

Tencent set to Stream 2017, 2018 and 2019 NFL games in China

We’re not only seeing a blurring of our Content is King and Connected Society investing themes here in the U.S., we’re seeing in China as well in a deal between Tencent and the NFL. Live news and sports were two of the holdouts in streaming content, but with Google (GOOGL) adding streaming news to YouTube; […]

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Barclays combines Disruptive Technologies with Cashless Consumption for voice payments

Barclays combines Disruptive Technologies with Cashless Consumption for voice payments

Several quarters ago we shared our view that after capacitive touch, voice would be the next interface to watch. We’ve seen adoption growth in smartphones with Apple (AAPL) and Siri, Microsoft (MSFT) and Cortana, and then in intelligent speakers like Amazon’s (AMZN) Alexa powered Echo products. We’ve even read about licensing deals between Amazon and […]

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QVC offers disruptive TV-mobile AR shopping experience

QVC offers disruptive TV-mobile AR shopping experience

Disruptive technologies have a way of upending the conventional way, and we’re starting to see that with augmented reality (AR). While games from Nintendo and demonstrations of gaming potential by Apple (AAPL) have been initial applications, AR is being adopted in a variety of shopping apps like the one from Sephora, and a new one […]

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Aging America Faces A Changing Economy

Aging America Faces A Changing Economy

This morning an article in Investor’s Business Daily focused on one of our investing themes, the Aging of the Population and its impact on economic growth and certain sectors of the economy. Combining the headwind of a growing portion of the population moving into the sunset years with massive levels of student debt, the housing sector looks […]

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Safety & Security as Markets Wobble

Safety & Security as Markets Wobble

The major equity indices are struggling.Today the Nasdaq posted its third consecutive down Today the Nasdaq posted its third consecutive down day after last Friday’s close marked the fourth consecutive down week for the index. This is now its longest losing streak since May 2016 with only one-third of Nasdaq stocks trading above their 50-day moving averages […]

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How much time will Wegmans new store buy mall operators?

How much time will Wegmans new store buy mall operators?

Over the last few quarters, we’ve been rather vocal here at Tematica about the “transformation” at malls across the U.S. as part of the headwind that many brick & mortar retailers are facing “thanks” to our Connected Society theme. The move by Wegmans is a new one, but it also underscores the types of changes […]

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Visa & Mastercard mandating contactless payment terminals

Visa & Mastercard mandating contactless payment terminals

New technology adoption can be driven, primarily, by two forces – bubbling up based on consumer demand or pushed down due to a mandate from companies or the government. With contactless payments, we’ve seen consumer uptake grow as mobile payments, like Apple Pay, have come to smartphones and wearables. Now Mastercard  (MA) and Visa (V) are mandating […]

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The U.K. moves from fighting sugar to fat and calories 

The U.K. moves from fighting sugar to fat and calories 

We’ve known for some time the hidden costs of obesity here at Tematica as it’s one of the factors behind our Fattening of the Population investment theme. The fight to limit sugar has led beverage companies to change drink sizes as well as alter formulations, which has stoked demand at flavor companies given the need […]

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Like those dumplings? A robot  may have made them

Like those dumplings? A robot  may have made them

We continue to hear more and more about one aspect of our Disruptive Technology theme taking jobs. Yes, we’re talking about the growing use of robots as companies look to reduce costs while driving output higher. While we expect the use of robots to grow over time and expand the number of applications, we thought […]

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Native apps are taking advertising share from the mobile web in Asia-Pacific 

Native apps are taking advertising share from the mobile web in Asia-Pacific 

Here at Tematica, we are watching the changing landscape when it comes to advertising dollars. We’ve witnessed the shift from analog advertising at newspapers to Internet-focused advertising and we are now seeing another shift emerge.  For many, especially outside the US, the smartphone is the first device on which they access the internet. A report by comScore […]

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