Leaders in Thematic Research and Investment Strategies MARKET INSIGHTS Market and Economic Commentary from a Thematic Perspective PREMIUM RESEARCH Our latest thematic investing strategies, trading ideas and analysis. THEMATIC DATA & INDICES Thematic indices designed to power the next generation of Exchange Traded Funds Recent Reports November 23, 2021 Mobile payments in India surpass credit cards in 2021 Chris Versace, Chief Investment Officer Another example of when disruptive innovation allows for leapfrogging existing business models. We’ve seen this countless times before, particularly in emerging economies, and in the case of digital payments it explains why Mastercard (MA) and Visa (V) are looking to expand the scope of their payment processing networks. Mobile payments in India are now […] Read More November 22, 2021 Thematic Reads: November 22, 2021 Chris Versace, Chief Investment Officer Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes. Read More July 12, 2021 Thematic Reads: July 12, 2021 Chris Versace, Chief Investment Officer Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes. Read More June 23, 2021 Global 5G Adoption to Hit 1 Billion by 2022 Chris Versace, Chief Investment Officer According to estimates from Ericsson’s latest Mobility Report, the number of 5G smartphone subscriptions worldwide will blow past 500 million this year, more than doubling from 2020. In 2022, 5G subscriptions are expected to pass one billion, reaching that milestone two years earliert than 4G did after its introduction. Ericsson’s report also notes that total […] Read More June 23, 2021 Electric Vehicle Market To Surpass 144 million units by 2030 Chris Versace, Chief Investment Officer New research points to the size of the global electric vehicle (EV) hitting more than 50 million units by 2025, up from 11.3 million in 2020, before going on to top more than 144 million units by 2030. What’s interesting about this is the call that every third new car sold is anticipated to be […] Read More June 21, 2021 Thematic Reads: June 21, 2021 Chris Versace, Chief Investment Officer Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes. Read More June 4, 2021 Ransomware Attacks Now Top Priority at DoJ Mark Abssy The U.S. Department of Justice recently issued a memo outlining the directive and scope of the newly formed “Ransomware and Digital Extortion Task Force”, putting response to these types of attacks definitively on the front burner. Directive comes as ransomware is exposing the fragility of critical supply chains. Source: Ransomware will now get priority treatment […] Read More November 23, 2021 Mobile payments in India surpass credit cards in 2021 November 22, 2021 Thematic Reads: November 22, 2021 July 12, 2021 Thematic Reads: July 12, 2021 June 23, 2021 Global 5G Adoption to Hit 1 Billion by 2022 June 23, 2021 Electric Vehicle Market To Surpass 144 million units by 2030 June 21, 2021 Thematic Reads: June 21, 2021 June 4, 2021 Ransomware Attacks Now Top Priority at DoJ May 24, 2021 Thematic Reads: May 24, 2021 More Signals What is Thematic Investing Distilling Everyday Noise into Clear Investing Signals. Thematic investing looks to identify pain points by looking at the intersection of shifting economics, demographics, psychographics and technologies, mixed in with regulatory mandates and other forces. Such pain points result in a pronounced secular market shift that shapes and impacts behavior, forcing companies to make fundamental changes to their businesses to succeed. Read More OUR INVESTMENT THEMES AGING OF THE POPULATION The impact on the economy of a global demographic shift to a more senior population DIGITAL INFRASTRUCTURE The foundational services and technologies that enable continuous access to information, commerce, communication, and entertainment that have become a daily fact of life. DISRUPTIVE INNOVATORS Disruptive Innovators today span not just technology, but also biological sciences, material science, healthcare, energy, consumer and business services. LIVING THE LIFE Those luxury goods and services that give pleasure to the buyer while also serving as a sign of having made it and reflect a level of social standing and indulgence RISE OF THE GLOBAL MIDDLE CLASS Focuses on areas around the world where rising disposable incomes are driving consumers to look for ways to improve themselves and the way they live. Read More CLEAN LIVING The growing demand for products that claim to be natural, boost health, or have a positive impact on the environment. DIGITAL LIFESTYLE The confluence of high-speed networks, expanding computing power, and falling storage costs have changed how consumers interact, share, shop, transact, game, pay and consume content. GUILTY PLEASURES Those little treats and would-be harmless vices that we as consumers like or need to have from time to time even though there may be a form of guilt associated with indulging. MIDDLE CLASS SQUEEZE Lower employment, increased savings rates, lack of available credit, and weak income growth have led consumers to save where they can, seeking more value for each dollar spent. SAFETY & SECRUITY The evolving needs across individual, cyber, corporate and homeland security as behaviors shift away from reactionary defense towards always prepared and secure. Contact Us Tematica Research, LLC Suite 214 43300-116 Southern Walk Plaza Broadlands, VA 20148 (571) 293-1977 Email Us Recent Posts Mobile payments in India surpass credit cards in 2021 November 23, 2021 Thematic Reads: November 22, 2021 November 22, 2021 Thematic Reads: July 12, 2021 July 12, 2021 Global 5G Adoption to Hit 1 Billion by 2022 June 23, 2021 Follow Us on Twitter Tweets by TematicaRsrch Copyright © 2020 Tematica Research, LLC Terms of Use | Privacy Policy This website uses cookies to provide the best experience and to analyze the traffic on our site. 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