Tema ETFs @Temaetfs Twitter profile

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Tema ETFs

14 days

Tema launched the world’s first GLP-1 Weight Loss ETF $HRTS in Nov-2023 focused on treating obesity, diabetes and heart disease. Obesity affects over one billion people today, only <2% are currently treated. #glp1 #ETF Learn more:

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Tema ETFs

@Temaetfs

1 year

Tema is excited to launch its active #ETF platform backed by @IndexVentures and @Accel . We’re pioneering innovative #thematic ETF strategies that are expertly managed and a turnkey ETF infrastructure solution. We believe the next decade of ETFs will be

New ETF platform aims at institutions and hedge funds

Tema ETFs to focus on risk management-optimised active vehicles and helping hedge funds create ETFs

www.ft.com

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Tema ETFs

@Temaetfs

3 months

Tema launched the world’s first GLP-1 Weight Loss ETF $HRTS in Nov-2023 focused on treating obesity, diabetes and heart disease. Obesity affects over one billion people today, only <2% are currently treated. #glp1 #etf

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Tema ETFs

@Temaetfs

4 months

Did you know #glp1 drugs have the potential to work in addiction? Addiction is a massive problem. It kills more Americans than cancer or heart disease. Only 4% of people with substance use disorder receive medication. Early evidence from health record studies is

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Tema ETFs

@Temaetfs

2 months

Tema CEO and Founder, @mauritspot , sits down with @BloombergTV to discusses the American Reshoring megatrend that has sprung from deglobalization forces and is pushed forward by bipartisan support. @KatieGreifeld @scarletfu @EricBalchunas

Elections and ETFs

Tema Founder and CEO Maurits Pot discusses the American Reshoring ETF (ticker RSHO) and believes it will do well regardless of what administration takes over...

www.youtube.com

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Tema ETFs

@Temaetfs

3 months

🇺🇸 US Election Year: Will @POTUS or @realDonaldTrump shape a more favourable growth environment for the healthcare sector? @OptoThemes @YuriKhodjam

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Tema ETFs

@Temaetfs

3 months

Feeling honored to be named in @thegeneralistco top Future 50!

Mario Gabriele 🦊💭

@mariogabriele

3 months

I’m so excited to sareh the Future 50, a database of extraordinary, high-potential startups. A few companies you'll learn about: 🚚 A trucking company doing $45M ARR 🧬 A biotech building "AWS for biology" 🇯🇵 Japan's answer to OpenAI 📈 A payments company that grew 20x in 18

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Tema ETFs

@Temaetfs

2 months

What did we learn about #obesity megatrend from Q2 earnings? $LLY $NVO - Demand is insatiable - The runway is long with only 2% on GLP-1 - Supply continues to ramp - Little update in terms of next gen pipeline but a catalyst rich next 6-12m

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Tema ETFs

@Temaetfs

3 months

Tema is excited to announce that $HRTS won the ETF Innovation of the Year award hosted by With Intelligence. $HRTS is the first GLP-1 weight loss ETF in the world. #glp1 #etf

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Tema ETFs

@Temaetfs

3 months

From how the upcoming US election will affect reshoring to the future of GLP-1 and weight loss medication, @mauritspot sits down with @BobPisani to discuss it all. @ETFEdgeCNBC @CNBC

Tema CEO Maurits Pot on capturing a reshoring rebound

Maurits Pot, founder & CEO of Tema, joins ‘Halftime Report’ on ‘ETF Edge’ to discuss how the upcoming U.S. election will affect "reshoring" and the ETFs that...

www.youtube.com

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Tema ETFs

@Temaetfs

1 year

📽️ @Temaetfs ' Chris Semenuk, Daniel Dusina, CFA, and @Vetta_Fi 's @TomLydon , discussed how to #invest in American #reshoring on their most recent webinar. Watch the replay here:

RSHO ETF - How to invest in American reshoring?

For the most recent fund holdings and their percentages, please visit https://temaetfs.com/rsho.American reshoring has emerged as a dominant theme in the pas...

www.youtube.com

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Tema ETFs

@Temaetfs

2 months

Yuri is here to break down what the five main sources of competitive advantage are in business. @YuriKhodjam

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Tema ETFs

@Temaetfs

3 months

CEO and Founder of Tema, @mauritspot , chats with @FrankCNBC @CNBC to discuss the economic impact of #reshoring and which sectors and stocks could benefit.

Which sectors and stocks could benefit the most from "near-shoring"

Maurits Pots, CEO of Tema ETFs, discusses how even an incremental increase in investment in U.S. manufacturing capacity could benefit a select group of compa...

www.youtube.com

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Tema ETFs

@Temaetfs

2 months

GLP-1s continue to show substantial clinical benefit outside of pure weight loss. Today's news from $LLY, adds to a third trial showing significant benefit of GLP-1s in heart failure.

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Tema ETFs

@Temaetfs

2 months

Knowing where to start when it comes to investing in quality companies can be difficult. @YuriKhodjam breaks down some of the basic starting points.

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Tema ETFs

@Temaetfs

1 year

Proud to announce that Tema has listed its first three professionally managed and institutional grade #thematic #ETFs : American reshoring (RSHO), Luxury (LUX), and Monopolies and Oligopolies (TOLL). About RSHO: About TOLL: About

Monopolies & Oligopolies ETF (TOLL) | Tema

The actively managed Tema Monopolies and Oligopolies ETF seeks to provide long-term growth by investing in companies operating in monopolistic industry structures, characterized by sustainable...

temaetfs.com

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Tema ETFs

@Temaetfs

3 months

This isn't just a two horse race. 🏇 GLP-1 innovation will come from a wider range of players.

Pfizer Advances Weight-Loss Pill in Race to Lucrative Market

Pfizer Inc. is moving forward with a weight-loss pill as it seeks to mount a comeback from its post-pandemic slump, but the drugmaker gave few clues about what exactly informed that decision.

www.bloomberg.com

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Tema ETFs

@Temaetfs

1 year

Introducing the Tema Monopolies and Oligopolies #ETF (TOLL), an actively managed fund seeking to provide investors with professionally risk-managed exposure to quality monopolistic companies with wide and expanding #moats . Fund info:

Monopolies & Oligopolies ETF (TOLL) | Tema

The actively managed Tema Monopolies and Oligopolies ETF seeks to provide long-term growth by investing in companies operating in monopolistic industry structures, characterized by sustainable...

temaetfs.com

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Tema ETFs

@Temaetfs

3 months

The biotech space has made tremendous strides in the last decade! Investing in ETFs in the sector offers exposure to high-growth markets driven by breakthrough innovations. @OptoThemes @YuriKhodjam

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Tema ETFs

@Temaetfs

2 months

The latest episode of Break it Down, @YuriKhodjam breaks down GLP-1 and how GLP-1 drugs have changed the weight loss landscape.

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Tema ETFs

@Temaetfs

2 months

The team at Tema ETFs has projected the size potential of the weight loss market in our latest blog. Check out the full blog on our website:

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Tema ETFs

@Temaetfs

3 months

Regardless of political drama, reshoring is a reoccurring topic with over $1.8 trillion in bipartisan support to really support and accelerate the reshoring trend.

Invest in Industrials etfs: American Reshoring ETF (RSHO)

Invest in the industrial & infrastructure ETF. Discover opportunities in US infrastructure, manufacturing, reshoring, transportation & more. Explore now!

temaetfs.com

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Tema ETFs

@Temaetfs

2 months

The latest innovations in the space have been inspiring, and with Tema’s $CANC ETF, investors can provide capital to companies pioneering the cause.

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Tema ETFs

@Temaetfs

4 months

Freight rates have quietly hit a new post Red Sea attacks high on major trade routes into the US. Supply chain disruptions are not letting up driving the powerful #reshoring trend. @DrewryShipping @DataArbor (h/t @LizAnnSonders )

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Tema ETFs

@Temaetfs

4 months

If you haven't already, go check out the full interview of Tema's CIO @YuriKhodjam on OptoThemes!

OPTO

@OptoThemes

5 months

🎙️ @YuriKhodjam , CIO at @Temaetfs , delves into the Tema Oncology ETF [CANC], Tema Obesity and Cardiometabolic ETF [HRTS], and the Tema Neuroscience and Mental Health ETF [MNTL], explaining how focusing on therapeutic areas allows investors to bypass intermediaries and gain

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Tema ETFs

@Temaetfs

3 months

Investing in the fight against obesity is complex and multi-faceted. Discover how $HRTS unique approach to obesity and GLP-1 is actively managed by a veteran biotech PM.

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Tema ETFs

@Temaetfs

2 months

Tema's CIO, @YuriKhodjam chats to @BenClaremon on the @CompoundersPod about our mission to provide quality access to ETF strategies and how we differentiate our ETFs within a crowded space. Check out the full podcast:

Building a Disruptive, Independent ETF Platform with Yuri Khodjamir...

My guest on the show today is Yuri Khodjamirian, the CIO at Tema. Tema is an innovative company that is trying to revolutionize the ETF industry. The company...

www.youtube.com

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Tema ETFs

@Temaetfs

1 year

U.S manufacturing surges as global supply chains reset. Chris Semenuk, PM of $RSHO, predicts it’ll take “at least 20 years to reindustrialize the country,” highlighting the pivotal role of reshoring. Read more in @FoxBusiness :

US manufacturing sector reaping benefits of reshoring

The U.S. manufacturing sector is benefitting from firms reshoring their operations from overseas back to the U.S. as they try to mitigate vulnerabilities in their supply chains.

www.foxbusiness.com

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Tema ETFs

@Temaetfs

1 year

📽️ Javier G. Lastra, CFA & @YuriKhodjam , CFA, CIO at @Temaetfs discuss resilience, growth, and valuation opportunity in the #luxury sector on their latest @RIAChannel webinar. Watch the replay here:

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Tema ETFs

@Temaetfs

7 months

CEO Maurits Pot joined @NPetallides on @SchwabNetwork discussing the emergence of strong weight loss drug players like $VKTX and $ZLDPF. Tune in to hear more about these companies and how the applications of these treatments go beyond weight loss:

The Emergence of Strong Weight Loss Drug Players | The Watch List| Schwab Network

Viking Therapeutics (VKTX) and Zealand Pharma report a successful phase 2 for weight loss drugs. Maurits Pot discusses the emergence of strong weight loss drug players. He talks about the outlook for...

schwabnetwork.com

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Tema ETFs

@Temaetfs

1 month

The reshoring trend has had quite a lot of news coverage with the US election this year. On this week's Break it Down, @YuriKhodjam explains why he thinks this is the decade of reshoring #reshoring #investinreshoring #etfs #temaetfs

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Tema ETFs

@Temaetfs

2 months

Healthcare investing can be complex. Having the backing of experienced Portfolio Managers can help with understanding not only the big players, but also the future of the GLP-1 market. Check out @mauritspot break down the markets potential. @SchwabNetwork

GLP-1 Drugs: "Supply Can't Keep Up With Demand" | The Watch List| Schwab Network

We continue to believe this large and fast-growing market will move from the current two players of Eli Lilly (LLY) and Novo Nordisk (NOVO), notes Maurits Pot. He takes a look inside the weight loss...

schwabnetwork.com

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Tema ETFs

@Temaetfs

3 months

Who better to advise the first GLP-1 ETF $HRTS than the pioneer and professor behind the discovery of GLP-1! Tema is excited to welcome Prof. Jens Juul Holst, MD, DMSc, to our scientific advisory board underscoring our deep scientific expertise. 👏 #glp1 #etf

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Tema ETFs

@Temaetfs

1 year

Introducing the Tema Luxury #ETF (LUX), an actively managed fund focused on companies we believe are leading the luxury sector. #Luxury is uniquely defined by heritage, quality, and desirability, which can help cultivate fast-growing creative companies with moats and quality

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Tema ETFs

@Temaetfs

1 month

Payroll report #NFP today likely puts in peak rates for this cycle. Once peak rates are in quality stocks historically do best.

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Tema ETFs

@Temaetfs

1 year

CIO @YuriKhodjam joined @SchwabNetwork and @RenitaDYoung this week to weigh in on the FTC's long-awaited #antitrust lawsuit against $AMZN. He argues that while the case will ultimately be decided by the courts, the #FTC could face an uphill battle:

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Tema ETFs

@Temaetfs

1 year

“This is not going to be the last acquisition,” shared PM Javier Lastra of his expectation for further M&A activity from Tapestry after acquiring Capri Holdings w/ @glossyco 's @JillManoff and discussing the future of the new company in the #luxurymarket .

Luxury Briefing: 'The American LVMH' - Tapestry’s Capri Holdings acquisition expected to be first...

On Thursday, Tapestry, Inc. announced its $8.5 billion acquisition of Capri Holdings Limited and gave legs to the once farfetched notion of a leading global fashion group birthed in the states.

www.glossy.co

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Tema ETFs

@Temaetfs

1 year

“At the end of the day, we aspire to invest in breakthroughs,” shared PM David Song with @JillMalandrino on @Nasdaq @TradeTalks while discussing our latest fund, $CANC, and why investors should invest in oncology.

Three Compelling Reasons to Invest in Oncology

There are three compelling reasons to invest in oncology. David Song, Portfolio Manager at Tema, joins Jill Malandrino on Nasdaq TradeTalks to discuss.

www.nasdaq.com

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Tema ETFs

@Temaetfs

2 months

Tema's CIO, @YuriKhodjam , answers an audience member's question on CNBC Pro Talks about the future of a GLP-1 oral pill. @CNBCPro

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Tema ETFs

@Temaetfs

1 year

“The family retains control, and the firepower of Campari,” said PM Javier Lastra while discussing #Campari ’s plans to increase shareholders’ #voting rights this month with Ferron Salniker at @BevNET .

Analysis: Is Campari's Voting Shift a Prelude to a U.S. Acquisition?

Campari is set to increase shareholders’ voting rights this month, a move which may carve a path toward making a big acquisition as the Italian spirits group seeks to compete against larger rivals...

www.bevnet.com

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Tema ETFs

@Temaetfs

10 months

PM Chris Semenuk discusses Occidental Petroleum's $12 billion deal for CrownRock with @SteveGelsi of @MarketWatch . Chris highlights the continued value of companies like Texas Pacific and PrairieSky that collect #royalty income from #PermianBasin assets.

Occidental to pay $12 billion to buy private Permian Basin company CrownRock

Occidental plans to finance the deal with $9.1 billion of new debt and issuance of about $1.7 billion of common equity, while assuming $1.2 billion of existing CrownRock debt.

www.marketwatch.com

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Tema ETFs

@Temaetfs

4 months

US share of global foreign direct investment (FDI) has surged back. It is at levels not seen since the 1990s. #reshoring $RSHO #manufacturing #industrials

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Tema ETFs

@Temaetfs

3 months

$HRTS options are now listed for trading! Invest in the fast-growing GLP-1 market.

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Tema ETFs

@Temaetfs

1 year

America could be on the brink of an industrial renaissance driven by unprecedented #reshoring activity. Chris Semenuk, @TomLydon and Daniel Dusina of @BlueChip_LLC will discuss how to position your portfolio for the American reshoring structural trend.

Webcast: How to invest in American Reshoring? | ETF Trends

Join the experts at Tema ETFs and VettaFi to learn how to position your portfolio for the American reshoring structural trend.

www.etftrends.com

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Tema ETFs

@Temaetfs

2 months

Tema's scientific advisory board member, Professor Jens Juul Holst, has released his new review article on GLP-1 treatments in obesity and weight loss. Check the full article out in Nature.

GLP-1 physiology in obesity and development of incretin-based drugs for chronic weight management

Nature Metabolism - Holst reflects on the development of GLP-1-based drugs for the therapy of obesity, from early observations to remarkable results in more recent clinical trials, discussing...

www.nature.com

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Tema ETFs

@Temaetfs

8 months

Our third life sciences fund, the Tema Neuroscience and Mental Health #ETF ($MNTL) managed by David Song, M.D., Ph.D., CFA, launched in partnership with @Nasdaq last week! #Nasdaq #ETFs #TemaETFs #Tema #investing #activeETFs #activemanagement #MNTL

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Tema ETFs

@Temaetfs

1 year

Tema ETFs redefine possibilities in thematic investing! Experience global royalties’ potential through our Tema Global Royalties ETF, or align with the oncology revolution via the Tema Oncology ETF. Read more in @investmentnews :

Royalties and cancer treatments: Thematic ETFs take new directions

Tema ETFs providing new opportunities for diversified portfolios.

www.investmentnews.com

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Tema ETFs

@Temaetfs

3 months

Coverage of anti obesity medication is estimated to save Medicare around $700bn. #weightlossdrugs @SchaefferCenter

NBC News

@NBCNews

3 months

For more than two decades, a law has prohibited Medicare from paying for weight loss drugs, cutting off access to millions of potential patients who could stand to benefit. The House is finally taking steps to change that.

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Tema ETFs

@Temaetfs

1 year

Invest in luxury brands with ease! 🛍️ Did you know that many US trading platforms restrict access to international luxury companies? Learn more: #LuxuryInvesting #GlobalMarkets #LuxuryBrands

Luxury ETF Giving US investors access to hard-to-access Luxury stocks

Gain access to hard-to-access luxury stocks with the Tema LUX ETF. Allows American investors to invest in the global luxury industry through the luxury ETF

temaetfs.com

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Tema ETFs

@Temaetfs

11 months

The population of individuals over 60 years old is forecast by the UN to grow 2.5 times by 2050 reaching 2.5 billion people, with that age segment representing 70% of cancer diagnoses.

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Tema ETFs

@Temaetfs

9 months

CEO Maurits Pot joined @NateGeraci on @ETFPrime this week discussing active management and all things Tema. Tune in here:

Tema's Maurits Pot Talks Active ETF Platform

Maurits Pot, Founder & CEO of Tema ETFs, explains their unique, actively managed ETF platform. Podcast: Play in new window | Download

etfstore.com

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Tema ETFs

@Temaetfs

11 months

Watch our latest webinar to stay ahead in the rapidly evolving oncology landscape and download our latest report to learn about groundbreaking innovations transforming cancer treatment.

Investor's Guide to the Oncology Revolution Webinar Replay

Discover the exciting investment opportunities and challenges in cancer therapeutics and research in our latest webinar replay and research report.

temaetfs.com

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Tema ETFs

@Temaetfs

3 months

Weight loss drugs are evolving fast with new therapies emerging. Learn about breakthrough weight loss drug innovation beyond Ozempic.

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Tema ETFs

@Temaetfs

1 month

We’re excited to announce that the American Reshoring ETF $RSHO has crossed $100M in AUM! Thanks for all of the support. Learn more:

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Tema ETFs

@Temaetfs

8 months

ICYMI: We're up for @ETFcom 's "New ETF Issuer of the Year" award! Since launching in May 2023, Tema has pioneered the next evolution in active investing. Our active strategies focus on under-explored themes and disciplined portfolio construction. #ETFInnovation

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Tema ETFs

@Temaetfs

1 year

In our latest research blog, our portfolio manager Javier Gonzalez Lastra, CFA outlines some of the potential risks of #investing in #luxury through a passive indexed approach.

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Tema ETFs

@Temaetfs

7 months

Our CIO @YuriKhodjam joined @YahooFinance to talk about the rise of #weightloss and #obesity drugs in the pharma industry and what investors need to know about investing in the space. Tune into the interview with @RachelleAkuffo and @AkikoFujita :

'Continued innovation' is key when investing in weight loss trend

GLP-1 weight-loss drugs' popularity has paved the way for broadening use cases for people seeking a healthier lifestyle; the Food and Drug Administration (FDA) approved Novo Nordisk's (NVO) Wegouvy...

finance.yahoo.com

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Tema ETFs

@Temaetfs

3 months

CEO and Founder of Tema, @mauritspot , sat down with @bloombergTV to discuss the rise of GLP-1 drugs.

Looking at Next Gen of Weight Loss: Tema ETFs CEO

Tema Obesity & Cardiometabolic ETF (HRTS) currently holds 46 companies focused on GLP-1, obesity, and weight-loss. Tema ETFs CEO and Founder Maurits Pot says...

www.youtube.com

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Tema ETFs

@Temaetfs

2 months

In a recent @USATODAY op-ed @POTUS and @BernieSanders penned a stinging attack on the pricing of weight loss drugs calling the $1,100/month price tag “outrageous”. Check out Tema's perspective in the latest GLP-1 drug pricing blog!

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Tema ETFs

@Temaetfs

1 year

In light of Google's upcoming antitrust trial, CIO Yuri Khodjamirian spoke with @TheStreet reporter @IKrietzberg about why companies can't produce lasting monopolies, highlighting the tech sector's history of disruption. Read here:

Monopolies expert explains why Google's antitrust trial is unnecessary

The Department of Justice will lay out its anti-monopoly case against Google, and parent company Alphabet, on Tuesday.

www.thestreet.com

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Tema ETFs

@Temaetfs

4 months

Last week @GoldmanSachs upgraded their estimate of the obesity market to $130bn. Remarkably they were forecasting $100bn just 7 months ago. Across the street estimates for the #obesity market size have risen rapidly. #glp1 #etf #investing #obesity

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Tema ETFs

@Temaetfs

1 year

"Bringing production closer to home, often called “reshoring,” has become a priority for many companies." Read about Bath & Body Works' #manufacturing #reshoring story in @WSJ and how it has transformed their business:

A Soap Maker Cracks the Code to ‘Made in America’

Soap maker Bath & Body Works wanted suppliers to set up in an Ohio city near its headquarters. The result was a production effort with little parallel in corporate America.

www.wsj.com

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Tema ETFs

@Temaetfs

1 year

" #LVMH ’s comments are inevitably going to have an impact,” shared Tema's Javier Gonzalez Lastra in @Barrons following $BIRK's #IPO this week. Javier spoke with @sabrinaescobarm about the impact of a slowdown in demand from high-income European consumers.

Birkenstock Shares Close Below IPO Price

German shoe maker Birkenstock priced its initial public offering at $46, in the mid-range of expectations. The stock (ticker: BIRK) opened at $41.

www.barrons.com

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Tema ETFs

@Temaetfs

1 year

Our CIO @YuriKhodjam joined @OJRenick on Morning Trade Live @TDANetwork to discuss our latest thematic products. WATCH:

Market News & Programming for Investors | Schwab Network

Schwab Network empowers investors with market news and programming that interprets real-time market insights, strategy tips, and platform tools.

schwabnetwork.com

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Tema ETFs

@Temaetfs

1 year

"I'm excited to join the Tema ETFs team because I see immense potential to drive innovation and growth in the dynamic world of active ETFs through cutting-edge digital distribution strategies"

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Tema ETFs

@Temaetfs

3 months

Everyone seems to be trying to get a piece of the GLP-1 weight loss drug pie, but the problems with these compound pharmacies seems to be piling up. From unapproved drugs and only taking advantage of shortages, to the lack of growth.

The War Over Cheaper Ozempic Won’t End Well for Some Investors

Once Eli Lilly and Novo Nordisk increase the supply of weight-loss medications, companies such as Hims & Hers may find it trickier to sell compounded versions of the drugs.

www.wsj.com

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Tema ETFs

@Temaetfs

7 months

New Imperial study estimates a staggering 880m adults live with obesity, a rate that has doubled for women and tripled for men. In addition, 159m children/adolescents are obese, up 4x since 1990.

Imperial Medicine

@ImperialMed

7 months

One in eight people in the world are now living with #obesity ⚠️ New report led by @ImperialSPH shows that the total number of children, adolescents and adults worldwide living with obesity has surpassed one billion. More 👉

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Tema ETFs

@Temaetfs

1 year

"Our view is that it's very difficult to call #technology a real durable long-term #monopoly ," shared @YuriKohdjam in a recent conversation with @agarkfinks ahead of the start of #Google 's #antitrust trial this week. Via @YahooFinance

'Magnificent Seven' investing playbook: Google’s antitrust battle comes at a 'pivotal time,'...

Google stock may be at an inflection point as the company locks horns with the FTC and tech gets serious about commercializing AI.

finance.yahoo.com

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Tema ETFs

@Temaetfs

28 days

CEO and founder, @mauritspot joins @UBS to discuss GLP-1 pricing and more, check out the full interview.

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Tema ETFs

@Temaetfs

1 year

Chris Semenuk, our investment partner, shares insights on how royalties investing is picking up traction in @DebbieCarlson1 's latest @ETF .com feature. Read more about the landscape here:

Tema's ROYA Aims to Be Easy Way to Invest in Royalties

Royalties investing is going mainstream as artists are getting into the business along with energy producers and mining companies.

www.etf.com

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Tema ETFs

@Temaetfs

1 year

Introducing the Tema #Royalties #ETF ($ROYA), an actively managed fund seeking to invest in listed royalty companies that provide structured exposure to revenue streams from commodities, pharmaceutical, entertainment & intellectual property assets. Fund:

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Tema ETFs

@Temaetfs

1 year

In a world where trends come and go, there's one thing that stands the test of time: luxury goods 💼💎 #LuxuryGoods #AspirationalInvesting #TimelessElegance #InvestmentOpportunity #FinancialGrowth #PrestigeAndSuccess #LUXetf

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Tema ETFs

@Temaetfs

13 days

$HRTS ETF featured in @johnauthers column about election implication for healthcare stocks.

Bloomberg Markets

@markets

13 days

Health-care stocks can't avoid an election workout, says @johnauthers

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Tema ETFs

@Temaetfs

3 months

Increasingly complex landscape, source @IQVIA_Institute . Learn more about active management:

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Tema ETFs

@Temaetfs

9 months

Antitrust trouble for #Apple ? Our CIO @YuriKhodjam spoke with @MarketWatch reporter @jswartz about the impending Justice Department lawsuit and why he thinks investors should focus on Apple's market performance. Read more:

Should Apple investors worry about a Justice Department antitrust lawsuit?

Speculation about Apple's near future comes against the backdrop of the U.S. Supreme Court's decision Jan. 16 not to hear appeals of an antitrust ruling on Epic Games Inc.'s lawsuit over App Store...

www.marketwatch.com

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Tema ETFs

@Temaetfs

1 year

Great to see Javier on @Reuters discussing the long-term outlook for the luxury sector #luxury #lvmh #rms #race

Reuters

@Reuters

1 year

European luxury retail stocks have outperformed the wider market over the past 12 months. But with China's economy going through some turbulence, is now the time to buy these stocks? Tema's Javier G. Lastra says the long-term outlook for the sector is strong

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Tema ETFs

@Temaetfs

8 months

☢️ Radiopharmaceuticals, or radioligand therapies, stand at the forefront of cancer treatment innovation. A promising avenue for cancer treatment that could create a blockbuster market. Read more: . #CancerResearch #Radiopharmaceuticals

Radiopharmaceuticals: Transforming Cancer Care

Discover how radiopharmaceuticals are revolutionizing cancer care and how to invest in them.

temaetfs.com

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Tema ETFs

@Temaetfs

9 months

Investment Partner David Song shares his thoughts on where #biotech stocks might be headed in 2024, led by industry giants like @EliLillyandCo and @biogen . Discover more in @IBD_AGatlin 's article in @IBDinvestors :

It's Been An Abysmal Two Years. But Biotech Is Looking Up.

Between buyouts, obesity drugs and enthusiasm in neuroscience, things are looking up for biotech stocks.

www.investors.com

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Tema ETFs

@Temaetfs

6 months

Explore the future of obesity medication with 10 promising new drugs in development: #obesityinvestments #healthcareinnovation 🔬🩺

The Next 10 Weight-Loss Drugs: Life After GLP-1?

Life after Ozempic and GLP-1 drugs: explore advancements in weight-loss drugs, with promising new medications targeting obesity and cardiometabolic issues.

temaetfs.com

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Tema ETFs

@Temaetfs

7 months

CIO @YuriKhodjam offered his perspective on $NVO's announcement of promising clinical trial results for oral Amycretin, noting it shows the company is "preparing already for life after #Ozempic ." Via @CNBC @ElliotSmithCNBC

Novo Nordisk shares jump 8% on promising weight loss trial results; Eli Lilly dips

Novo Nordisk shares climbed 8% on Thursday after the Danish pharmaceutical giant reported positive early trial data for a new weight loss drug.

www.cnbc.com

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Tema ETFs

@Temaetfs

2 months

Cancer affects so many people across the world with about 1 in 2 people developing cancer in their lifetime @AmericanCancer . Tema’s CIO @YuriKhodjam sits down with @OptoThemes to discuss the latest innovations in the space.

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Tema ETFs

@Temaetfs

3 months

Learn more:

Invest in HRTS: World's First GLP-1, Obesity & Weight Loss ETF

Invest in the weight loss ETF that focuses on obesity & diabetes. Back innovation like GLP-1 & Ozempic from companies like Novo Nordisk, Eli Lilly & more.

temaetfs.com

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Tema ETFs

@Temaetfs

1 year

Introducing our flagship Tema American Reshoring #ETF (RSHO), an actively managed fund focused on the relocation of #manufacturing back to US shores and the potential US industrial renaissance. Fund info:

Invest in Industrials etfs: American Reshoring ETF (RSHO)

Invest in the industrial & infrastructure ETF. Discover opportunities in US infrastructure, manufacturing, reshoring, transportation & more. Explore now!

temaetfs.com

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Tema ETFs

@Temaetfs

7 months

The life science sector has changed enormously over the last 30 years. More companies, bigger markets and more options for patients. #biotech #investing

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Tema ETFs

@Temaetfs

1 year

Portfolio manager Javier Lastra weighs in on China's luxury market in @MarySHanbury 's recent @BusinessInsider article, highlighting the shift away from "logo hunting" toward quiet luxury. Read here:

China's richest people are leaning hard into quiet luxury, wielding stealth wealth like a weapon...

Loud luxury and flashy displays of wealth are out, quiet luxury and steal wealth are in, and China's richest people have got the memo.

www.businessinsider.com

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Tema ETFs

@Temaetfs

1 year

Headlines have been buzzing about reshoring, and the evidence is clear: it's not just a passing trend, but a fundamental shift in global business dynamics. 🔄🌍 Download the report now

TEMA Earnings Insights: Reshoring

Learn how reshoring is becoming a durable trend, offering companies resilience in an uncertain world. Download our report now.

temaetfs.com

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Tema ETFs

@Temaetfs

7 months

Thank you to @mattkrantz for highlighting our active approach to investing in the #weightloss sector with a broad portfolio of players addressing #obesity , #metabolic and #cardiovascular diseases. #ETFs Via @IBDInvestors

Feisty Rivals Take On Eli Lilly, Novo Nordisk On Weight Loss

Eli Lilly's Mounjaro and Novo Nordisk's Ozempic and Wegovy are headliners in the expected boom in GLP-1 weight-loss drugs.

www.investors.com

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Tema ETFs

@Temaetfs

1 year

We're building an active thematic #ETF platform, and our CEO Maurits Pot sat down with @NPetallides on @SchwabNetwork to discuss. Tune in to learn about our approach to bottom-up security selection and systematic portfolio construction:

Tema ETFs: Building An Active Thematic ETF Platform | Trading 360| Schwab Network

Tema ETFs are building an active thematic ETF platform and focus on long-term, under-penetrated themes. Maurits Pot takes a look at Tema ETFs. Tema ETFs incorporate bottom-up security selection and...

schwabnetwork.com

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Tema ETFs

@Temaetfs

1 year

Discover how Tema seeks to identify and invest in moat-like businesses: #ETFs #TemaETFs #Tema #investing #markets #activeETFs #activemanagement #thematicinvesting #TOLL #monopolies

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Tema ETFs

@Temaetfs

9 months

Luxury stocks face a challenging start to 2024 after @Burberry 's surprise profit warning. The biggest one-day decline in a decade has sent ripples across the sector. Will the market rebound? Our PM Javier Lastra shared his outlook in @BNNBloomberg :

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Tema ETFs

@Temaetfs

7 months

With $VKTX's GLP-1/GIP breakthrough and more competition emerging in the weight loss drug sector, CIO @YuriKhodjam highlights how investors can harness this wave of innovation in @ccheddarberk 's recent @CNBC article. Read here:

Viking stock doubled Tuesday. Here's where the next moves in the obesity space could come from

Anti-obesity drugmakers Novo Nordisk and Eli Lilly have a huge lead on their competition, but it's coming.

www.cnbc.com

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Tema ETFs

@Temaetfs

1 year

Explore the investment potential of the #luxury goods market on the latest episode of the @CFAinstitute 's Guiding Assets #podcast with Portfolio Manager Javier Gonzalez Lastra. Listen here:

Enterprising Investor

Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry,...

link.chtbl.com

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Tema ETFs

@Temaetfs

1 year

🎥 Dive into Luxury Investments with Kinsey Grant from Public and Tema PM Javier Gonzales Lastra! 👛 Explore luxury opportunities and industry trends vs. tech stocks. Watch now: Discover the potential! 💼💎 #LuxuryInvestments #IndustryInsights

The Investment Case for Luxury Goods ETFs

Kinsey Grant speaks with Javier Gonzales Lastra, Investment Partner at Tema ETFs, about the investment opportunities in luxury companies, industry trends for...

www.youtube.com

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Tema ETFs

@Temaetfs

11 months

👑 #Royalty companies are truly differentiated businesses. By concentrating on sectors such as commodities, pharmaceuticals, entertainment, renewables and technology, royalties access unique private assets in sectors that have historically exhibited structural growth.

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Tema ETFs

@Temaetfs

7 months

CIO Yuri Khodjamirian weighed in on @IBD_AGatlin 's latest @IBDinvestors article on weigh-loss drugs. He points out a promising market for promising new entrants that can innovate, and "the prize is large." Read here:

There's A Problem With Today's Obesity Drugs — How These Companies Are Solving It

Weight-loss drugs from Novo Nordisk and Eli Lilly lead to massive weight loss. But not all of that weight loss is healthy.

www.investors.com

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Tema ETFs

@Temaetfs

10 months

“We want to be in structural long term growing areas of the market where we really believe there’s an investment merit over multiple decades,” Tema CIO @YuriKhodjam . Read more here:

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Tema ETFs

@Temaetfs

10 months

👑🏆 Discover the Golden World of Royalties and Royal Gold! #Royalties #RoyalGold #GoldMining #InvestmentOpportunity #FinancialInsights #

Tema ETFs portfolio company interviews: Royal Gold, Inc. (RGLD)

Discover how royalties can provide contractual income and equity-like growth. Explore the potential for consolidation in the gold royalty industry.

temaetfs.com

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Tema ETFs

@Temaetfs

10 months

Creative directors throughout the #luxury sector are experiencing faster turnover. Investment Partner Javier Lastra discusses the cause behind all the reshuffling with @Glossyco reporter @Danny_Parisi_ . Learn more:

Luxury Briefing: Why are so many brands replacing their creative director?

We’re in the middle of a great reshuffling of creative directors across luxury fashion. In the last month alone, Tod’s, Rochas, Givenchy and Alexander McQueen have replaced or lost their creative...

www.glossy.co

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Tema ETFs

@Temaetfs

5 months

"How big could the obesity market be?" #ObesityMarket #PharmaceuticalIndustry #HealthcareTrends #AMA

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Tema ETFs

@Temaetfs

3 months

Drug pricing can be a complicated issue. However, according to @icer_review the current health benefits and net price of GLP-1 weight loss drugs are in line with their thresholds for cost effectiveness.

President Biden: Novo Nordisk, Eli Lilly must stop ripping off Americans with high drug prices

Year after year, while so many Americans struggle to buy the prescription drugs they need, the pharmaceutical industry makes huge profits.

www.usatoday.com

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