The Future of Consumption

Deciphering of a new long-term trend with Thematics Asset Management.


  • The subscription economy is a large market, and growing exponentially.
  • The subscription economy is supported by secular growth drivers that underpin many very long-term themes. The four Primary Forces we consider are demographics, globalization, innovation and resource scarcity.
  • Many industries are turning to subscriptions: to survive, the Media industry has been quick to move to subscription-based business.
  • Vendors also benefit from the model. When a customer signs up for a new subscription, the vendor enjoys recurring revenues that are highly predictable, and usually seen as ‘high-quality’.
THEMATICS ASSET MANAGEMENT - An affiliate of Natixis Investment Managers. A French SAS (Société par Actions Simplifiée) with a share capital of €150 000. RCS Paris: 843 939 992. Regulated by the AMF (Autorité des Marchés Financiers), under no GP 19000027. 43, avenue Pierre Mendès France 75013 Paris, France.

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