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.”

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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Retirement Plans Disappear When Parents And The Kids Return Home

Retirement Plans Disappear When Parents And The Kids Return Home

More and more Americans are finding that instead of enjoying their retirement, they are instead supporting their adult children and aging parents at the intersection of our Aging of the Population and Middle-Class Squeeze investing themes.

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Online fraudulent traffic increasing this holiday season

Online fraudulent traffic increasing this holiday season

We’ve seen a pronounced pickup, as expected, in the shift to digital shopping that is one of the central aspects of our Digital Lifestyle investing theme. New research shows that shift is also serving as a spark for cyber attacks, increasing the risk of malicious activity that is a tailwind for cyber spending and our Safety & Security investing theme.  

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Japan Is Harnessing IoT Technology To Support Its Aging Population

Japan Is Harnessing IoT Technology To Support Its Aging Population

Japan is embracing IoT and other disruptive technologies to address pain points associated with its aging population. These could be a harbinger of what’s to come here in the US and bodes well for several other of our investment themes.

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Space, the final frontier and now a focus for national security 

Space, the final frontier and now a focus for national security 

The journey into space, what began primarily as a scientific endeavor of man, has evolved over the decades into a technological focus with the launch and use of satellites. Such satellites are used for everything from surveillance, communications, weather forecasting and GPS functions.  And of course, as is often the case, where there are valuable […]

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An Overlooked Contributor to the Nursing Crunch

An Overlooked Contributor to the Nursing Crunch

We’ve written many times about the predicted nursing shortage as aging Baby Boomers reach a point where they demand more medical assistance and day to day care. A recent article in U.S. News and World Report points to another interesting component of the nursing shortage, one that could essentially be viewed as a self-inflicted pain point for Boomers

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