An Overview of Tematica's Investment Themes An investment theme is not a trend. Fidget spinners — those were a trend. Here today, and probably (hopefully!) gone tomorrow. Great business for the folks that got in on them and produced them early, but fidget spinners aren’t going to fundamentally transform the stock market. Currently, Tematica is tracking and publishing on 11 different investment themes.
Aging of the Population
The impact on the economy of a global demographic shift to a more senior population
Growing demand for products that claim to be natural, boost health, or have a positive impact on the environment.
Services and technologies that enable continuous access to digital information, commerce, communication, and entertainment.
The digitization of how consumers interact, share, shop, transact, game, pay and consume content.
The business models, practices and technology that are changing all aspects of our lives
The products and services people will consume no matter the economic environment.
Living the Life
Those global products, services and brands that bridge the gap between want and ability, while also delivering a sense of status and personal affirmation.
Middle Class Squeeze
Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.
New Middle Class
As more of the world enjoys rising disposable incomes, new demand is for a host of products and services is emerging.
Safety & Security
As individuals, companies and countries, we must be increasingly on guard and behaviors need to shift away from reactionary defense towards always prepared and secure
The rebuilding and restoration of the U.S. infrastructure to bring it back up to satisfactory levels