Thematic Reads: Week of October 21, 2019
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
- How to Plan for Retirement and Special-Needs Care (Barron’s)
- Japan is aging faster than we think (East Asia Forum)
Cleaner Living
Growing demand for items that claim to be better for you and the planet:
- Volvo’s First Electric Car Kicks Off a Plan to Cut Emissions (Wired)
- Impossible Burger vs Beyond Burger vs Real Beef: Which is healthiest? (ValueWalk)
- Bentley CEO Shares Plans for Electric Vehicles, Self-Driving (Cheddar)
- The Path to 100% Renewables Looks More Achievable, New Analysis Shows (Barron’s)
- Air Pollution Is Linked to Miscarriages in China (The New York Times)
Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment
- TSMC raises forecast for 5G phone penetration for 2020 (DigiTimes)
- Cloud is now one-quarter of IT spending—and rising fast (InfoWorld)
- Data Center Construction Market Due to Grow with a CAGR of Almost 9% During the Forecast Period, 2019-2023 (BusinessWire)
Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.
- VR/AR startup valuations reach $45 billion (on paper) (TechCrunch)
- China’s Xiaomi says plans to launch more than 10 5G phones next year (Reuters)
- Fidelity’s search for the technology of tomorrow (FT)
- AI, Automation Drive Progress in Government Data Centers (Information Week)
Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.
- European Producers and Broadcasters Debate How to Weather Streaming Storm (Variety)
- Fitbit Pushes Into Healthcare With Tie-Up To Rival Apple Watch (PYMNTS)
- AT&T TV Now price hike could add $15 to your bill (C|Net)
The products and services people will consume no matter the economic environment.
- Halloween 2019: Why not rent a car to match your costume? (USA Today)
- Coca-Cola that’s good to the last drop? Soft drink-maker infuses signature brand with java (FOX Business)
Those things that bridge the gap between want and ability at every socioeconomic level.
- Online resale benefits luxury brands, consumers (Chain Store Age)
- Bentley CEO Shares Plans for Electric Vehicles, Self-Driving (Cheddar)
Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.
- Interest Rates Are Falling—but Your Credit-Card Rate Could Be Going Up (The Wall Street Journal)
- China’s Pig Crisis Is Pushing Up Bacon Prices Worldwide (Bloomberg)
- Credit Card Delinquencies in U.S. on Rise for Smaller Issuers (Yahoo! Finance)
Areas around the world where rising disposable incomes are driving demand for a host of products and services.
- India to take more steps to boost consumer demand, growth (Reuters)
- China’s Middle-Class Markets Will Expand Further In Three Years (Business Times)
Reflecting the evolving needs across individual, cyber, corporate and homeland security.
- Facebook Facing $35B Fine Over Facial Recognition Lawsuit (PYMNTS)
- 56 percent of IT security pros admit their infrastructure has gaps (betanews)
- How New Authentication And Privacy Regulations Affect Retail (PYMNTS)
What Else We Are Loving
Other reads, experiences, products, services and the like that we enjoyed so much this past week we just had to share
- A Beer Expert Tried 12 Pumpkin Beers (and Liked Them All) (Food & Wine)
- 10 Bewitching Halloween Martinis (The Spruce Eats)
