Cocktail Investing

In this week’s program, Tematica’s investing mixologists, Chris Versace and Lenore Hawkins sit down to discuss some of the week’s economic data, relevant political events and share where they have spotted a few of the latest Thematic Signals. From the ongoing slaughter in brick-and-mortar retail that sits at the intersection of our Cash-strapped Consumer, Cash-less Consumption and Connected Society themes to Coca-Cola’s (K) CEO blaming the Connected Society on falling soda sales volumes in the face of consumers’ continual moves towards Food’s with Integrity, we break down the week’s news into actionable analysis while having ourselves a little fun.   More Signs of a Slowing Economy The markets have recently been incredibly calm, with the S&P 500 moving less than 0.5 percent between the day’s high and low for over two weeks, which is unprecedented over the past 30 years. Despite that calm, we are seeing more signs of a slowing economy from Markit Economics Manufacturing PMI to April’s auto sales to the pai