The Future of Consumption

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

Highlights

  • The subscription economy is a large market, and poised to see further accelerated growth with the right demographic, technological and sustainability drivers in place.
  • 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 can also benefit from the model. When a customer signs up for a new subscription, the vendor enjoys recurring revenues that are generally predictable and considered "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.

This article has been provided for information purposes only to professional clients as defined in the MiFID Directive. It must not be used for retail investors. The provision of this material or reference to specific sectors or markets in this article does not constitute investment advice or a recommendation or an offer to buy or sell any security. Investors should consider the investment objectives, risks and expenses of any investment carefully before investing. Views expressed in this article as of the date indicated are those of the portfolio managers and are subject to change. There can be no assurance that developments will transpire as may be forecasted in this article.

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