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.”

Jerry Seinfeld Teams with Netflix and What’s Wrong With That?
18 Jan

Jerry Seinfeld Teams with Netflix and What’s Wrong With That?

There is little question that streaming content is altering the playing the field, not just how people consume audio and video content, but increasingly where certain content can be found. First, it was movies, then TV shows, but as back catalogs were seemingly pervasive, streaming services like Netflix, Hulu, and Amazon have looked to differentiate […]

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Flipboard Teams with BlueFocus to Target the Chinese Luxury Market 
17 Jan

Flipboard Teams with BlueFocus to Target the Chinese Luxury Market 

It’s one thing for companies selling branded luxury goods and premium products ranging from jewelry to clothing, cars, and alcohol to target the emerging wealthy,  but it’s certainly a confirmation point when magazines and apps start to target that market for advertising dollars alongside those luxury goods and services. We see this move by Flipboard […]

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Aging of the Population thematic impact on financial services and the market
17 Jan

Aging of the Population thematic impact on financial services and the market

Boomers hold roughly $10 trillion in tax-deferred savings accounts, according to an estimate by Edward Shane, a managing director at Bank of New York Mellon Corp. Over the next two decades, the number of people age 70 or older is expected to nearly double to 60 million—roughly the population of Italy. Firms that manage 401(k) […]

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Thinking Twice About Using a Sugar Substitute
13 Jan

Thinking Twice About Using a Sugar Substitute

Conventional thought used to think that using a substitute like aspartame, sucralose and saccharin were worry free ways of cutting back on sugar. That thought has led to an explosion in the number of people – adults and kids alike – consuming sugar substitutes. New research, however, shows those substitutes could actually be tailwind behind our […]

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Feeling Sick? Check Your Wearable To Be Sure
13 Jan

Feeling Sick? Check Your Wearable To Be Sure

Exercise and movement tracking as well as messaging have been cited as some of the top reason people buy wearable devices like the Apple Watch, Fitbit Flex or Charge, or others from Samsung, Huawei, Sony and even Tag Heuer. As we’ve seen with the smartphone, there are far more applications than originally thought and this […]

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Apple Gets Serious with tvOS, Ups App Size for Better Experience
13 Jan

Apple Gets Serious with tvOS, Ups App Size for Better Experience

Apple TV has been one of the key devices to spur chord cutting, but it’s become an even more powerful platform with tvOS. Cue apps like shopping and ordering food for example via Amazon and Papa Johns (Did you miss the new Amazon shopping app for Apple TV?). As nice as that has been those […]

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L’Oréal buys Valeant brands to improve its Fountain of Youth positioning
12 Jan

L’Oréal buys Valeant brands to improve its Fountain of Youth positioning

Several of our investment themes have tailwinds that can be polar opposites, while others are complimentary like our Aging of the Population and Fountain of Youth themes. As more people age, more of them try to fight the effects of aging and look younger. That’s been a boon for skin-care products and unsurprisinlgy they’ve been […]

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JetBlue provides the Connected Society investment theme with a strong tailwind 
12 Jan

JetBlue provides the Connected Society investment theme with a strong tailwind 

JetBlue has become the first airline to provide free, high-speed Wi-Fi on all flights.The airline announced Wednesday that it will offer its “Fly-Fi” aboard every aircraft—from the departure gate to the arrival gate—so that customers can stay connected without having to wait for the aircraft to ascend beyond 10,000 feet. With Fly-Fi, passengers can watch […]

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Apple to get into the Content is King theme
12 Jan

Apple to get into the Content is King theme

Apple and the iPhone have been at the forefront of our Connected Society investment theme and Apple Pay lands the company in our Cashless Consumption theme as well. For a long time, Apple has held off creating original content preferring instead to be a platform via iTunes and its app ecosystem for others to distribute […]

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