BNP Paribas Asset Management is a leader in the fast-growing thematic investment market, offering a broad range of thematic strategies to diversify and capture sources of growth.
Why thematic investing
Our societies and economies are being shaped by powerful global megatrends, from climate change and environmental sustainability to health and wellness. These shifts create compelling opportunities that thematic strategies can capitalise upon by investing in assets that are well positioned to benefit from the structural changes underlying the theme.
With the help of a skilled and experienced investment manager, thematic investing can provide a number of benefits including:
We are a recognised leader in thematic investing, having first entered the space over 20 years ago. Today, we offer an innovative range of thematic strategies that are strategically positioned to capture opportunities presented by global megatrends.
Our experienced multi-disciplinary teams and global scope ensure a deep understanding of new ecosystems, business models and technologies, while our focus on environmental, social and governance (ESG) considerations helps to enhance investment decision making.
Our suite of thematic strategies tap into a number of key themes: energy transition, environmental sustainability, equality and inclusive growth, health and wellness, and technology.
Our strategies follow a high-conviction approach to ensure focused exposure to the specific theme and utilise a global investment universe to maximise opportunity capture.
Equality and inclusive growth
Health and wellness
PORTFOLIO PERSPECTIVES| Podcast – 12:21 min
PORTFOLIO PERSPECTIVES| Podcast – 12:38 min
PORTFOLIO PERSPECTIVES| Podcast – 13:16 min
FRONT OF MIND| White paper – 6 Min
PORTFOLIO PERSPECTIVES| Podcast – 17:24 min
- Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice.
- Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).