What is an
An investment theme is a sustainable structural shift identified by looking at the intersection of economics, demographics, psychographics, technologies, regulatory mandates and other forces.
It’s a change that shapes and impacts consumer behavior and, in turn, forces companies to make fundamental changes to their businesses in order to succeed. Some businesses will adapt and survive, while a few will embrace the change and leap frog ahead of the pack riding these thematic tailwinds to profits and significant share price movements. And, of course, sadly there will be those left floundering too.
Where are we in the economic cycle? What is the vector of the economy? Expansion, contraction or stagnation? Input prices, commodities, inflation, deflation
Population dynamics, Jobs and incomes, Geographic Movements
Changing consumer beliefs, attitudes, values and behaviors as well as the impact of seminal cultural and historical moments.
Impact from the wider availability of technologies such as Mobile and Cloud computing, faster broadband access, artificial intelligence, as well as new technology interfaces such as touch and voice.
Impact of Government policies, spending and debt patterns as well as regulatory actions such as changes to policies such as emissions standards, environment requirements, Medicare and Medicaid requirements and oversite of communications.
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 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.
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
It’s time to start thinking about the markets differentlyIT’S TIME TO START UTILIZING A THEMATIC APPROACH TO INVESTING.
When you become a member to Tematica Research, you are plugged into the world of thematic investing. Led by Chief Investment Officer Chris Versace, who developed this thematic approach during his 25 years as a Wall St equity analyst, the team at Tematica Research each week delivers a stream of insights, strategies, and actions you can take to break free from the herd and its out-dated sector approach to investing and truly begin to outperform the market.