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Ep 6. Bracing for the Fallout from the G20 Plus the Launch of the Cleaner Living Index

Ep 6. Bracing for the Fallout from the G20 Plus the Launch of the Cleaner Living Index



On this episode of the Thematic Signals podcast, Tematica’s Chris Versace digs into the latest economic data and shares his growing concern over earnings expectations for the second half of 2019 as we get ready for the June quarter earnings season. In his opinion, expectations are ahead of reality given the slowing global economy, existing tariffs and trade talk uncertainty.

Chris Versace also introduces the Tematica Research Cleaner Living Index (CLNR), which focuses on those companies benefitting from the accelerating shift to Cleaner Groceries, Cleaner Dining, Cleaner Health & Beauty, Cleaner Homes & Buildings, and Cleaner Planet. Chris finishes the podcast with several signals for our Clean Living, New Global Middle-Class, Aging of the Population and Safety & Security investing themes.  

Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com

And don’t forget to subscribe to the Thematic Signals Podcast on iTunes!

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About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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