Tematica Research
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  • Tematica Research What is Thematic Investing

    254 views 1 year ago
    There are lots of different definitions and interpretations of what exactly thematic investing is. Tematica Research Chief Investment Officer Chris Versace explains our approach and how he developed it over his 25 year career as an equity analyst. Go to http://www.tematicaresearch... for more information. Show less
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    • Ep 65: What's Driving the Newest Revolution in Coffee - Duration: 54 minutes.

      • 1 month ago
      • 5 views
      While many are focused on the escalating trade tariffs between the US and China, let’s remember the eurozone and Canada are poised to implement tariffs as well. Included among Canada’s list of affe...
    • Ep 64: The Fed, GDP and the consumer with Bankrate’s Mark Hamrick - Duration: 45 minutes.

      • 1 month ago
      • 9 views
       

      With trade and tariffs once again making headlines ahead of the G7 meeting and next week’s US-North Korea summit, as well as the Fed’s upcoming June FOMC meeting, on this week’s podcast ...
    • Ep. 63: Investors to Italy and the EU - Che cosa succede? - Duration: 39 minutes.

      • 1 month ago
      • 11 views
      The mainstream media is focusing on the newly formed government in Italy, the Eurozone’s third-largest economy. The reason centers on the new regime’s plan to boost fiscal spending while cutting ta...
    • Ep. 62: Trump, China and North Korea: Is anyone surprised? - Duration: 38 minutes.

      • 1 month ago
      • 4 views
      This week resident mixologists, Chris Versace, Chief Investment Office and Lenore Hawkins, Chief Macro Strategist focus on the two key issues driving the stock market as we enter the second half of...
    • EP 61: ETF Insights - Duration: 42 minutes.

      • 2 months ago
      • 4 views
      This week resident mixologists, Chris Versace, Chief Investment Office and Lenore Hawkins, Chief Macro Strategist headed to New York City where they met with Yasmin Dahya, Head of Americas Beta Spe...
    • Ep. 60: Rising Geopolitical Instability Amidst Earnings that Failed to Excite - Duration: 43 minutes.

      • 2 months ago
      • 8 views
      As we head towards the close of earnings season, there is no shortage of drama to challenge investors. Our resident mixologists, Chris Versace, Chief Investment Office and Lenore Hawkins, Chief Mac...
    • Ep. 59: Exposing the Supply Chain Security Nightmare - Duration: 52 minutes.

      • 3 months ago
      • 17 views
        A Discussion with Interos Solutions CEO Jennifer Bisceglie When most people think of the words “supply chain” they harken back to the class room definition — the sequence of steps and proces...
    • Ep 58: Why Boxed is a Takeout Candidate - Duration: 51 minutes.

      • 3 months ago
      • 4 views
        Download Episode   Amid the ups and downs of the stock market, it comes as little surprise to us here at Tematica that thematically well-positioned companies are M&A takeout candida...
    • Ep 57: Why thematics and global macro are the chocolate & peanut butter of investing - Duration: 33 minutes.

      • 3 months ago
      • 1 view
        Download Episode   This is the final episode in the trilogy of episodes in which Tematica’s resident mixologists Lenore Hawkins and Chris Versace discuss how the combination of thematic...
    • EP 56: How and Why the Thematic Approach Helps You Make Better Investments - Duration: 33 minutes.

      • 3 months ago
      • 8 views
      During this week’s Cocktail Investing episode, Tematica’s Chief Macro Strategist, Lenore Hawkins interviews our own Chris Versace to understand how he developed the thematic investing approach and ...
    • Ep 54: The Global Macro Economy - What exactly is it and why its important when it comes to... - Duration: 59 minutes.

      • 4 months ago
      • 14 views
      Download Episode During this week’s Cocktail Investing episode, Tematica’s Chris Versace interviews none other than Tematica’s Chief Macro Strategist, Lenore Hawkins, to discuss among other things ...
    • EP 54: What Trump’s Game of Tariff Chicken Could Mean - Duration: 55 minutes.

      • 4 months ago
      • 3 views
        Download Episode   During this week’s Cocktail Investing episode, Tematica’s mixologists Lenore Hawkins and Chris Versace take the bull by the horns discussing the topic that has grippe...
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