Thematic Reads: April 13, 2020
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.
Aging of the Population
The global demographic shift towards a more senior population
- Over 60 With Decades Left on the Mortgage: The New Retirement Math – The Wall Street Journal
- America’s growing elderly population is at risk — here’s what we can learn from Italy – MarketWatch
- Taiwan needs to prepare its aging population for next pandemic – Taiwan News
Cleaner Living
Growing demand for items that claim to be better for you and the planet:
- Coronavirus spread closes North American meat plants – Reuters
- The Plant-Based Food Craze – Zip06
- How will the coronavirus outbreak affect the plant-based food industry? – SmartBrief
- Tracking the plant-based protein movement – Food Dive
- Coronavirus guts demand for seafood as sales plummet – Food Dive
Securing individuals and organizations against cyber threats and privacy violations:
- 2020 Roundup Of Cybersecurity Forecasts And Market Estimates – Forbes
- Senator backing anti-crypto bill calls out Zoom’s lack of end-to-end crypto – ars Technica
- The BPD and FBI Warn Residents of Fraudulent Emails/Phone Calls from Scammers Looking to Hijack COVID-19 Stimulus Checks – BPDNews
- Cyber Attacks Against Hospitals Have ‘Significantly Increased’ As Hackers Seek To Maximize Profits – Forbes
- Apps collecting data to help stop the virus spread must limit sharing of information – CNBC
Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment
- Internet Traffic Spiked to Double Normal Rate in March – infosecurity
- Can the Internet keep up with the surge in demand? – Security Boulevard
- 5G: How Much Do Consumers Know, How Much Do They Care? – Cord Cutters News
Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.
- This device helps blind veterans see – c|net
- Digitizing Asset Management: A COVID-19 Imperative – ValueWalk
- A Radical Solution to Scale AI Technology – Harvard Business Review
Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.
- How Mobile Technology Is Changing Insurance Claims – PMNTS
- How the Virus Transformed the Way Americans Spend Their Money – The New York Times
- Walmart Doubles Last Year’s eCommerce Grocery Sales – PMNTS
- CFOs looking to make remote work, telecommuting more permanent following COVID-19 – ZDNet
The products and services people will consume no matter the economic environment.
- Mondelez faces ‘unprecedented demand’ online for snacks during coronavirus – Food Dive
- Starbucks Withdraws 2020 Outlook as Coronavirus Pandemic Drags on Sales – Barron’s
Those things that bridge the gap between want and ability at every socioeconomic level.
- The Luxury Goods Industry During And After Coronavirus – Jing Daily
- Covid-19’s long wave hits Italian luxury manufacturing – Vogue Business
- The luxury sector is bracing for the worst sales numbers in its history – CNBC
Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.
- Millennials Don’t Stand a Chance – The Atlantic
- JPMorgan Chase to raise mortgage borrowing standards as economic outlook darkens – Reuters
- Consumers Cope With Loss Of Income As COVID-19 Closes Businesses – PMNTS
- 60 Percent Of US Consumers Now Live Paycheck-To-Paycheck PMNTS
Reflecting the evolving needs across individual, cyber, corporate and homeland security.
- 2020 Roundup Of Cybersecurity Forecasts And Market Estimates – Forbes
- Senator backing anti-crypto bill calls out Zoom’s lack of end-to-end crypto – ars Technica
- The BPD and FBI Warn Residents of Fraudulent Emails/Phone Calls from Scammers Looking to Hijack COVID-19 Stimulus Checks – BPDNews
