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BNP Paribas Asset Management

2023 Top 500 ranking: 34

A fresh look at thematic investing

A fresh look at thematic investing

Thematic strategies have had a challenging time in 2022, with many factors combining to unsettle markets. Higher inflation, greater geopolitical risks, and uncertainty about the economic outlook have affected the valuations of many companies we believe will benefit from key long-term trends. In our view, their prospects are undiminished.

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