Cocktail Investing

In this week's program, Tematica's investing mixologists, Chris Versace and Lenore Hawkins discuss the week's economic data, relevant political happenings and share where they have spotted a few of the latest Thematic Signals.                                                                                                        As of the close on Thursday, July 13, 2017, the Nasdaq 100 index had 5 consecutive days of gains. The last time we saw this was over 5 months ago. If this rally continues it will be a bullish sign for equities in at least the short-term. The Nasdaq powered higher, led by our Connected Society investing theme, as “FANG” stocks moved now above their 50-day moving averages – another bullish indicator. However, while the financial headlines keep touting the strength of U.S. equities, the S&P 500 has actually been one of the weaker indices year-to-date on a broader international basis: the French ETF (EWQ) up over 18 percent, Germany’s (EWG) up over 16 percent, Spain’s (EWP), and Ital