.svg){kind=small}
Back
Weight-loss drugs have seen tremendous growth since the approval in mid-2021 of Wegovy (the brand name of semaglutide, also found in Ozempic, and...
Quarterly Market Commentary Markets continued their rally in Q1 2024, clocking in +10.6% for the S&P 500 and 9.0% for MSCI World. Our guiding...
While we feel the ideal approach should start with a top-down segmentation of the life sciences landscape, in our opinion a bottom-up approach to...
Historically, investing in life sciences through public equity has resulted in a choice between broad healthcare funds or slightly narrower but still...
We believe life sciences are an important allocation in any portfolio. Yet despite its historical outperformance of the broader market, executing an...
Key Takeaways: GLP-1 drugs have pioneered obesity medication. Yet the race is on for the next generation, and we explore 10 promising new drugs in...
There are 24,000 listed equities in the world that meet the minimum inclusion criteria for our ETFs1. So how do we go from that to a final portfolio?...
Download as PDF
Keytruda (Pembrolizumab) is the world’s biggest drug by sales, on track for more that $24bn in sales in 20231. The drug targets programmed cell death...
Radiopharmaceuticals, or radioligand therapies, stand at the forefront of cancer treatment innovation. These therapies employ radioactive compounds...
We believe life sciences are an important allocation in any portfolio. Yet despite its historical outperformance of the broader market1, executing an...
By many measures, neurological disorders remain the final frontier of life science research. Recent breakthroughs offer hope that we are at a turning...
It took 30 years for Bernard Arnault to build LVMH, the conglomerate that at one point in 2023 was Europe’s most valuable company, making its founder...
Quarterly Market Commentary The calendar often marks what are somewhat arbitrary posts along an investor’s journey and the year just gone as a case...
Tema ETFs (“Tema”) is excited to announce the launch of its Tema Neuroscience and Mental Health ETF (MNTL), on Nasdaq. MNTL is the first actively...
In oncology, cell therapy is a groundbreaking approach that involves using engineered immune cells, often sourced from the patient, as a "living...
Royalties were invented in the commodity industry to finance the development of mines around the world. Yet this innovative financing structure has...
Tema’s active investment process consists of four key steps Each process step is either fundamental (human driven) and/or systematic (rules...
Artificial intelligence in the form of natural language models burst onto the scene with the launch of Chat GPT from Open AI, which gained one...
The cardiometabolic space is more than just the obesity revolution. Although GLP-1 weight loss drugs, like Wegovy, could modify cardiovascular...
As we enter an election year in 2024, the trend that we are hearing most from firms is how reshoring is increasingly being made as an independent...
Liquid biopsies, a cutting-edge diagnostic tool, are changing the landscape of cancer detection. They harness bodily fluids, such as blood, to...
Once we establish that the company under analysis has solid foundations and meets pillar one (operating base) and pillar two (balance sheet and cash...
From technological leaps to socio-economic shifts, we unwind the key highlights of this year that will define the landscape of 2024 and the years...
When it comes to alpha generation, one thing matters most according to Institutional Investor1 – picking the right stocks.
Tema ETFs (“Tema”) is excited to announce the launch of its actively managed Tema Cardiovascular and Metabolic ETF (HRTS), on Nasdaq. HRTS is the...
Cardiovascular and metabolic diseases are a vast chronic burden on patients and society and the leading cause of death globally[1]. However, recent...
Many active managers shy away from explicitly discussing edge in their investment process. Others give convoluted or complicated answers. We firmly...
Watch our latest webinar to learn about the exciting investment opportunities and challenges within the rapidly evolving field of cancer therapeutics...
If a person jumps out of a plane with a single parachute, their chances of it failing are 0.01%. If a person jumps out of a plane with two parachutes...
One of the surprising findings of a large academic study of 750 successful managers1 relates to portfolio construction. While this universe of...
In this edition of Tema Trends we: Ask ourselves whether the rapidly evolving technology sector has the potential to create enduring...
Music royalties are currently structured so that listeners’ monthly subscription fees are pooled together into one royalty pot that is divided among...
In the past decade, advances in technology have significantly improved individual investor’s ability to participate in the stock market. This was...
What does it mean to say a company has a good operating base? The concept, though not something that is used often in financial and business worlds,...
Tema ETFs (“Tema”) launches the actively managed Tema Global Royalties ETF (ROYA), the only ETF listed in the United States focused on royalties....
Royalties stand out in the equity investment landscape by offering a combination of three areas -commodities, private assets, and income generation....
Cancer will affect one in every two people in their lifetime. Yet, oncology is on the brink of a revolution, which we expect will trigger a material...
Tema ETFs (“Tema”) launches the Tema Oncology ETF (CANC), the first actively managed ETF listed in the United States seeking to provide long-term...
On May 11th , 2023 , Tema launched its first three funds.
Investing in the stock market can often be boiled down to understanding two seemingly simple, yet incredibly powerful, financial metrics – the...
We are all being measured. Constantly. From the time we are born and the doctor wrote down our height and weight for our birth announcements, to the...
The start of this decade has been marked by impactful events which have unleashed a wave of change that is increasingly touching the American...
What is thematic investing? While the formal appearance of thematic investing occurred around World War II, the practice of identifying and investing...
In our introduction to luxury blog, we touched on the potential limitations of investing in the luxury sector through an index approach. In this...
Many equity investors now know that quality and competitive advantage (moats1) matters. However, identifying firms that can sustain these for the...
Major economic undercurrents, like the development of electric power or the microprocessor, often build and come to the surface as megatrends,...
The global luxury market is home to iconic brands and outstanding businesses. This blog explores why the luxury sector stands out by the nature of...
Download as PDF
No results found