Thematic Reads: Week of November 4, 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
- The Global Fertility Crash (Bloomberg Businessweek)
- Medicare Not Protecting Seniors From Crippling Medical Bills (Newsmax)
Cleaner Living
Growing demand for items that claim to be better for you and the planet:
- These fast-food chains get an ‘F’ for antibiotics use in beef supply (Fox Business)
- The Global Fertility Crash (Bloomberg Businessweek)
- Prada Secures First Sustainability-related Loan in Luxury Goods Industry (WWD)
- Zalando carves out slice of the circular economy with ambitious environmental goals (Global Cosmetics News)
Digital Infrastructure
The Buildout and upgrading of our Networks, Data Storage Facilities, and Equipment
- Japan’s train car makers turn to connected rail line services (Nikkei Asian Review)
- Taiwan backend firms expanding testing capacities for 5G chipsets (Digitimes)
Disruptive Innovators
Business models designed to transform an entire industry and leap-frog over incumbents.
- Expect the taxman of the future to take your money in real-time (FT)
- Uber’s Self-Driving Car Didn’t Know Pedestrians Could Jaywalk (Wired)
Digital Lifestyle
The increasingly digital landscape that now underpins the entire consumer experience.
- Sally Beauty mobilizes virtual try-on (Chain Store Age)
- UPS forecasts record holiday returns volume, with two big spikes (Chain Store Age)
- Streaming is Becoming More Popular but Advertisers Are Struggling (Cord Cutters News)
- Livestream function sends sales soaring at Alibaba (Global Cosmetics News)
The products and services people will consume no matter the economic environment.
- Europe’s Elite Wineries Try to Make Chinese Drink Their Own Wine (Bloomberg)
- 7 consumer drinks trends to watch in 2020 (The Drinks Business)
Those things that bridge the gap between want and ability at every socioeconomic level.
- Tiffany takeover approach is all about chasing Chinese money (The Guardian)
- Prada Secures First Sustainability-related Loan in Luxury Goods Industry (WWD)
- How the private jet became the singular fetish object of the modern billionaire (Vanity Fair)
Consumers trading down when and where possible or looking to stretch the disposable dollars they do have.
- San Francisco is losing residents because it’s too expensive for nearly everyone (USA Today)
- Why Is The American Middle-Class Shrinking? (Newsy)
Areas around the world where rising disposable incomes are driving demand for a host of products and services.
- China’s Didi to relaunch Hitch carpooling service this month (TechCrunch)
- Livestream function sends sales soaring at Alibaba (Global Cosmetics News)
Reflecting the evolving needs across individual, cyber, corporate and homeland security.
- TikTok Said to Be Under National Security Review (The New York Times)
- Privacy concerns increasing among smart home device owners (Park Associates)
- Auditors Look to Modernize Rules to Include Environmental, Social and Cybersecurity Issues (The Wall Street Journal)
- Facebook Mistakenly Leaked User Info To Developers (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
- With football season in full swing, it’s tailgating time and we are digging the Coleman® RoadTrip 285 Portable Stand-Up Propane Grill. You can check it out here.
