Global megatrends, such as digital transformation and climate change, are increasingly shaping our societies and economies. These powerful trends can create compelling investment opportunities, which investors can capitalise on through thematic strategies. BNP Paribas Asset Management offers a comprehensive range of thematic strategies, focused on two key areas: sustainability and secular innovation and disruption.
WHY THEMATIC INVESTING
Megatrends influence both how we live our lives and how businesses operate. They will continue to do so for years, if not decades. Companies linked to these themes could offer strong long-term growth potential.
In addition to capital growth, thematic investing can provide:
- Transparency: Investors benefit from having a clear idea of what they are investing in
- Diversification relative to traditional, benchmark-oriented strategies
- Alignment to individual or corporate values
BNP Paribas Asset Management is a leader in the thematic investing space.
Our dedicated thematic teams draw on our extensive research capabilities and investment expertise to offer an innovative range of funds that target opportunities across two key areas: sustainability and secular innovation and disruption.
In line with our wider investment philosophy, all our thematic funds seek to deliver long-term sustainable investment returns.
Our thematic funds are high-conviction portfolios that invest across countries, sectors and market capitalisations to harvest the benefits of the specific theme.
|Sustainability||Secular innovation and disruption|
INSIGHTS & RESOURCES
|Healthcare outlook||The energy transition opportunity||Biodiversity: Why nature loss matters|
|Jon Stephenson, portfolio manager, discusses healthcare stocks trends and prospects.||A short video summarising the energy transition – an area rich in innovation and economic solutions.||A podcast explaining how investors can help to restore our planet’s ecosystems.|
The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay, the strategies described being in risk of capital loss. There is no guarantee that the performance objective will be achieved. Past performance or achievement is not indicative of current or future performance.