#thematic investing
articles
MarketScreener Pitches Digital Health and Telemedicine Stock Theme
MarketScreener is offering a thematic stock selection around digital health and telemedicine, citing a market jump from ...
Outdoor Sector Holds Its Appeal as Health and Nature Trends Drive Demand
A MarketScreener thematic screen highlights listed outdoor-equipment companies, pointing to post-pandemic demand for hea...
Inside Marketscreener’s 40-Stock Global Wine and Spirits Screen
A curated list of about 40 listed wine and spirits names mixes LVMH and Oregon’s Willamette Valley Vineyards with niche ...
Inside the NBA's Money Machine: TV Rights, Franchise Values and Partner Stocks
The league's broadcast, sponsorship, ticket and merchandise engine is expanding globally, creating direct exposure for e...
Inside the Pays de Savoie: The Regional Pitch Behind Zonebourse's Alpine Stock List
High Swiss-border incomes in Haute-Savoie and tourism-led services in Savoie underpin a thematic list spanning SEB, Dano...
Quantum Computing Pitched as a Long-Term Investment Theme, With Little Company Detail
A MarketScreener thematic list says quantum computing could grow from roughly $500 million in 2021 to $65 billion by 203...
Zonebourse Launches Thematic List of Financial Data Infrastructure Stocks
The French financial data platform has grouped listed companies that supply market data, ratings and trading infrastruct...
Canada's 2018 Legalization Turns Cannabis Into a New Investment Asset Class
The first G7 recreational cannabis market opened in Canada in 2018, creating a fast-growing but largely unprofitable pro...
Why Cobalt, Lithium and Rare Earths Are Now Strategic Investment Terrain
Automotive, aerospace, renewables, electronics and defence all depend on cobalt, lithium, tin and rare earths; the inves...
A 40-Stock Wine Universe: From LVMH to Oregon Vineyards
A thematic equity screen spans producers, glassmakers and specialist merchants across France, the Americas and Australia...
Cloud Computing 101: The Framework Behind MarketScreener's 100-Stock Watchlist
A guide to the four core cloud service models—IaaS, PaaS, SaaS and serverless—and what MarketScreener's fundamental and ...
Marketscreener's Mobility Theme Rests on 2021 EV and Autonomy Forecasts
A thematic equities note says cleaner, connected and shared transport will define mobility, but its 2030 forecasts are a...
Cobalt, Lithium, Tin and Rare Earths: The Strategic Metals Behind Modern Industry
Automotive, aerospace, renewables, electronics and defence share a deepening dependence on cobalt, lithium, tin and rare...
Recreational Boating Stocks Offer Cyclical Upside—With Clear Downturn Risk
A MarketScreener thematic screen sees recreational boating as a cyclical play tied to household confidence, citing rebou...
Outdoor Sector Equities Ride a Structural Shift Toward Active Lifestyles
The outdoor gear and apparel theme promises exposure to health-conscious consumers and post-pandemic habits, but the pit...
Why 5G Thematic Investing Hinges on Capacity, Spectrum and Fixed Wireless — Not Speed
The bull case for 5G rests on rising mobile data traffic and new enterprise uses, but broad thematic stock baskets need ...
Circular Economy Thematic Investing: What Marketscreener's New List Highlights
Marketscreener has published a thematic list built around companies in recycling and resource efficiency, but the case r...
Why the Global Pet Care Market Keeps Attracting Investors — and Weathering Recessions
With a 5.8% annual growth rate and recession-proof spending, the pet industry is driven by aging demographics, millennia...
Investing in Europe's Silver Economy: Beyond Clichés and Scams
Europe's over-50 population is set to become a dominant consumer force, but investors must navigate hype and fraud to ta...
NBA’s $24 Billion TV Deal Fuels Franchise Values to $1.9B, Creating Investor Opportunities
With a 1-billion-strong global fanbase and average franchise values of $1.9 billion, the NBA’s revenue model—anchored by...
Why Cloud Computing Remains a Core Investment Theme as Digital Demands Intensify
As enterprises race to innovate faster and trim IT costs, cloud infrastructure has become the backbone of modern busines...
MarketScreener Launches Thematic Stock List for the Internet of Things
The financial platform’s new list highlights listed companies across 5G, semiconductors, smart homes, and industrial IoT...
Marketscreener Maps Global Wine Stocks, Highlighting Defensive Qualities and Diversity
Marketscreener's thematic list spans producers, glass, barrels, and closures across roughly 40 global companies, undersc...
Investing in the Silver Economy: Why Demographics Aren’t Enough
By 2025, 43% of Europeans will be over 60, a market of 222 million consumers with above-average purchasing power. Themat...
The Silver Economy: Why Aging Populations Remain a Compelling—But Risky—Investment Theme
By 2025, Europe alone will count 222 million over-60 consumers. The silver economy spans healthcare, finance, and leisur...
MarketScreener’s Updated Thematic List Spotlights Wind Energy Stocks
The financial platform’s latest screen focuses on wind turbine operators and installers, using growth, profitability, an...
Quantum Computing Market Forecast to Hit $65 Billion by 2030, Offering Transformative Investment Potential
Quantum computing leverages qubits for exponential processing power, set to reshape cryptography, AI, and pharma. With a...
MarketScreeners Highlights 50 Stocks Poised to Gain from the Metaverse Theme
A new thematic stock list spans IT, social networks, payments, e-commerce, gaming and cloud computing as revenue forecas...
Marketscreener Unveils IoT Stock List as Connected Devices Set to Multiply
The financial platform’s thematic list spans fibre infrastructure, chipmakers, smart-home integrators and industrial IoT...
The Unseen Backbone: Why Financial Data Providers Command a Moat
In modern markets, mastery of information separates the amateur from the professional, putting a premium on the firms th...