Artificial intelligence is being deployed throughout the biopharmaceutical sector by companies trying to bring products to patients faster, and at a...
oncology
articles
canc
Real assets, especially in inflationary environments, are a useful diversifier for portfolios. This blog explores how Tema Monopolies and Oligopolies...
monopoliesoligopolies
articles
toll
Tema’s 2025 Healthcare outlook: US politics, obesity and more The healthcare sector is vital for the US economy representing 18% of GDP and...
oncology
cardiovascularandmetabolic
neuroscienceandmentalhealth
articles
hrts canc mntl
Digital assets i.e. crypto currencies continue to expand. Through price appreciation, new use cases, and institutionalization (the approval of spot...
articles
electrification
volt
AI and reindustrialization are accelerating power demand, igniting $7 trillion in upgrade and new investment across the electrification value chain....
articles
electrification
volt
The GLP-1 agonists semaglutide and tirzepatide are transforming the treatment of obesity. Drug developers, meanwhile, are looking for the next wave...
cardiovascularandmetabolic
articles
hrts
Reshoring is a powerful trend of businesses bringing manufacturing back to the US. It is aided by government support in the form of three major acts...
etfthoughts
americanreshoring
articles
rsho
Key Takeaways: All-time highs in US markets may have left family offices with significant unrealized gains in increasingly concentrated public...
etfthoughts
articles
hrts canc mntl
Key Takeaways: Nearshoring, moving manufacturing to Mexico, benefits from lower cost and geographic proximity to the US market However, three recent...
etfthoughts
americanreshoring
articles
rsho
Key Takeaways: Healthcare is a top issue for voters in 2024, and a hugely important and sizeable sector of the economy. Candidates differ on major...
etfthoughts
oncology
cardiovascularandmetabolic
neuroscienceandmentalhealth
articles
hrts canc mntl
etfthoughts
monopoliesoligopolies
articles
toll
Key takeaways: Though there are nuances, both candidates support investing in U.S. manufacturing and reshoring, as evidenced by their actions in...
etfthoughts
americanreshoring
articles
rsho
Cancer is becoming more survivable, thanks to earlier detection and better treatments. But beneath these comforting top-line trends lie some worrying...
etfthoughts
oncology
articles
canc
What is ETF liquidity? ETF liquidity is an important consideration for investors because it impacts the ability to buy or sell an ETF at a reasonable...
etfthoughts
articles
hrts
In a recent USA Today op-ed President Biden and Senator Sanders penned a stinging attack on the pricing of weight loss drugs calling the $1,100/month...
cardiovascularandmetabolic
articles
hrts
In October 2023, Goldman Sachs published a report sizing the weight loss market at $100bn. Just several months later that estimate was $130bn. Rising...
cardiovascularandmetabolic
articles
hrts
Quarterly Market Commentary Equity markets returned another strong quarter in Q2 with the S&P 500 adding +4.3% and MSCI World +3.2%. One feature of...
etfthoughts
americanreshoring
monopoliesoligopolies
oncology
luxury
cardiovascularandmetabolic
neuroscienceandmentalhealth
articles
hrts canc toll rsho lux roya
I have been attending the American Society for Clinical Oncology (ASCO) for well over a decade. Some years there are fireworks with step function...
oncology
articles
canc
HRTS name was updated to Tema GLP-1, Obesity & Cardiometabolic ETF. HRTS was the world’s first ETF investing in GLP-1 and weight loss drug trend. We...
news
cardiovascularandmetabolic
articles
hrts
Tema ETFs (“Tema”) is pleased to announce the appointment of Prof. Jens Juul Holst, MD, DMSc, to its Scientific Advisory Board, effective immediately.
news
cardiovascularandmetabolic
articles
hrts
According to IQVIA, if we include partnerships/collaborations, in 2023 there were 31 deals above the value of $2bn. Three major areas are emerging as...
oncology
cardiovascularandmetabolic
neuroscienceandmentalhealth
articles
hrts canc mntl
M&A is picking up in the biopharma space. Seven names owned across our life science funds, especially in oncology, have received takeover offers. In...
oncology
cardiovascularandmetabolic
neuroscienceandmentalhealth
articles
hrts canc mntl
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...
cardiovascularandmetabolic
articles
hrts
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...
etfthoughts
americanreshoring
monopoliesoligopolies
oncology
luxury
cardiovascularandmetabolic
neuroscienceandmentalhealth
articles
hrts canc toll rsho lux roya
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...
oncology
cardiovascularandmetabolic
neuroscienceandmentalhealth
videos
hrts canc mntl
Historically, investing in life sciences through public equity has resulted in a choice between broad healthcare funds or slightly narrower but still...
oncology
cardiovascularandmetabolic
neuroscienceandmentalhealth
videos
hrts canc mntl
We believe life sciences are an important allocation in any portfolio. Yet despite its historical outperformance of the broader market, executing an...
oncology
cardiovascularandmetabolic
neuroscienceandmentalhealth
videos
hrts canc mntl
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...
cardiovascularandmetabolic
articles
hrts
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?...
etfthoughts
articles
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...
oncology
videos
canc
Radiopharmaceuticals, or radioligand therapies, stand at the forefront of cancer treatment innovation. These therapies employ radioactive compounds...
oncology
canc
We believe life sciences are an important allocation in any portfolio. Yet despite its historical outperformance of the broader market1, executing an...
oncology
cardiovascularandmetabolic
neuroscienceandmentalhealth
hrts canc mntl
By many measures, neurological disorders remain the final frontier of life science research. Recent breakthroughs offer hope that we are at a turning...
neuroscienceandmentalhealth
mntl
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...
luxury
videos
lux
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...
etfthoughts
monopoliesoligopolies
oncology
cardiovascularandmetabolic
articles
hrts canc toll rsho lux roya
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...
neuroscienceandmentalhealth
articles
mntl
In oncology, cell therapy is a groundbreaking approach that involves using engineered immune cells, often sourced from the patient, as a "living...
oncology
articles
canc
Tema’s active investment process consists of four key steps Each process step is either fundamental (human driven) and/or systematic (rules...
etfthoughts
articles
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...
monopoliesoligopolies
videos
toll
The cardiometabolic space is more than just the obesity revolution. Although GLP-1 weight loss drugs, like Wegovy, could modify cardiovascular...
cardiovascularandmetabolic
videos
hrts
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...
americanreshoring
videos
rsho
Liquid biopsies, a cutting-edge diagnostic tool, are changing the landscape of cancer detection. They harness bodily fluids, such as blood, to...
oncology
articles
canc
Once we establish that the company under analysis has solid foundations and meets pillar one (operating base) and pillar two (balance sheet and cash...
etfthoughts
articles
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...
americanreshoring
monopoliesoligopolies
oncology
globalroyalties
luxury
cardiovascularandmetabolic
articles
When it comes to alpha generation, one thing matters most according to Institutional Investor1 – picking the right stocks.
etfthoughts
articles
etfthoughts
americanreshoring
monopoliesoligopolies
oncology
globalroyalties
luxury
cardiovascularandmetabolic
Tema ETFs (“Tema”) is excited to announce the launch of its actively managed Tema GLP-1, Obesity & Cardiometabolic ETF (HRTS), on Nasdaq. HRTS is the...
cardiovascularandmetabolic
articles
hrts
Cardiovascular and metabolic diseases are a vast chronic burden on patients and society and the leading cause of death globally[1]. However, recent...
cardiovascularandmetabolic
articles
hrts
Many active managers shy away from explicitly discussing edge in their investment process. Others give convoluted or complicated answers. We firmly...
etfthoughts
articles
Watch our latest webinar to learn about the exciting investment opportunities and challenges within the rapidly evolving field of cancer therapeutics...
oncology
videos
canc
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...
etfthoughts
articles
One of the surprising findings of a large academic study of 750 successful managers1 relates to portfolio construction. While this universe of...
etfthoughts
articles
In this edition of Tema Trends we: Ask ourselves whether the rapidly evolving technology sector has the potential to create enduring...
etfthoughts
americanreshoring
monopoliesoligopolies
luxury
articles
rsho toll lux
In the past decade, advances in technology have significantly improved individual investor’s ability to participate in the stock market. This was...
luxury
articles
lux
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,...
etfthoughts
articles
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...
oncology
articles
canc
Tema ETFs (“Tema”) launches the Tema Oncology ETF (CANC), the first actively managed ETF listed in the United States seeking to provide long-term...
oncology
articles
canc
On May 11th , 2023 , Tema launched its first three funds.
americanreshoring
monopoliesoligopolies
luxury
articles
rsho toll lux
Investing in the stock market can often be boiled down to understanding two seemingly simple, yet incredibly powerful, financial metrics – the...
etfthoughts
articles
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...
etfthoughts
articles
The start of this decade has been marked by impactful events which have unleashed a wave of change that is increasingly touching the American...
americanreshoring
articles
rsho
What is thematic investing? While the formal appearance of thematic investing occurred around World War II, the practice of identifying and investing...
etfthoughts
articles
In our introduction to luxury blog, we touched on the potential limitations of investing in the luxury sector through an index approach. In this...
luxury
articles
lux
Many equity investors now know that quality and competitive advantage (moats1) matters. However, identifying firms that can sustain these for the...
monopoliesoligopolies
articles
toll
Major economic undercurrents, like the development of electric power or the microprocessor, often build and come to the surface as megatrends,...
americanreshoring
articles
rsho
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...
luxury
articles
lux
americanreshoring
monopoliesoligopolies
luxury
articles
rsho toll lux