All Thematic Investing articles
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VideoManaging climate risk with AI
We know that climate change can present challenges for agricultural investors, such as the risks of global warming having an impact on harvests. So how do we use artificial intelligence to mitigate these risks?
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White papersInfrastructure Horizons 2026
Global infrastructure is being redefined by powerful, long-term forces – from AI-driven connectivity to the needs of fast-growing cities. The Infrastructure Horizons series highlights the trends and opportunities set to influence investment thinking over the decade ahead.
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White papersOld Money: How demographic change will reshape real estate
Real estate has long been anchored by two enduring principles: location and the interplay between supply and demand.
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PodcastESG Thema #23 - Digital Transition Series - The Social Dimensions of Responsible AI Deployment
AI has become a material source of economic opportunity and innovation. OECD economists argue that it can raise productivity by improving business processes, output quality, innovation and the efficiency with which firms use labour and capital, under the right organisational and policy conditions. However, AI diffusion also introduces risks that can undermine its potential for positive economic and wider societal impact if not managed through an ethical approach to development and deployment. Investors therefore need to not only assess these risks and monitor their evolution, but also act upon them through meaningful and purposeful engagement.
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White papersNo place like home: The case for living sector real estate
As demographics, undersupply and shifting preferences converge, the living sector is becoming a key area of opportunity within private market allocations.
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White papersA renewed imperative for green transition
“The crisis is a stark reminder that security extends beyond defence. It depends, among other things, on secure energy and resilient supply chains. Transitioning to clean energy is therefore both an environmental priority and a strategic imperative for geopolitical strength and economic resilience.”
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PodcastDisrupting the world order
In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management.
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White papersAsia Pacific’s longevity advantage: What it means for senior living
Longer lifespans, healthier ageing and rising digital engagement are redefining later life across developed Asia Pacific. As preferences shift, traditional senior living models are being tested, opening the door to a new phase of institutional opportunity.
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White papersAgentic AI Is Rebuilding the Information Racetrack
As the AI story moves from training large language models to delivering myriad “agentic” applications, we believe investors have an opportunity to capitalize on this crucial shift.
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White papersInvesting in technology and AI: Opportunities in a rapidly evolving landscape
BNP Paribas Asset Management portfolio managers, Pamela Hegarty and Derek Glynn, answer key questions regarding the future of artificial intelligence and investing in the technology sector.
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White papersFrom pledges to portfolio insight: why climate ambition alone is no longer enough
Net-zero commitments have become a familiar feature of corporate climate disclosures. Across markets and sectors, companies increasingly articulate long-term decarbonization goals, often framed around 2050 targets and interim milestones.
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White papersWhy AI will transform, not replace, your job
Ask ChatGPT whether layoffs at Big Tech companies are a preview of what’s coming for everyone else, and its answer is as clear as mud: Not yet. But the warning signs are real.
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PodcastChina: Tech self-sufficiency drive bodes well for growth
China’s policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, Chief Market Strategist, that investment value in China is created through aligning private incentives with state goals of high-quality growth, technological self-reliance, digitalisation and national security.
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White papersAn Uneven Energy Transition Creates Opportunity for Investors
Clean energy investment is outpacing fossil fuels — yet the overall momentum of the transition stagnated in 2025. Neuberger’s 2026 State of Decarbonization Report examines why, and what it means for investors.
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White papersThe future of sustainable investing: Strategies, challenges and opportunities
The sustainable investing landscape has changed considerably over the last few years – what once was a niche, or a secondary, consideration has now become central to how many investors construct their portfolios. In particular we have seen a significant commitment from institutional investors, especially in Europe and Asia.
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White papersCIO Weekly: Is the Semis Surge Sustainable?
Semiconductors are leading one of the most explosive equity rallies in years. Fundamentals are keeping pace, giving strength to the rally’s durability.
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White papersClimate Co‑Benefits: The Role of Global Decarbonisation in Social Progress
This paper, authored by Alexandra Matthews and Sindhu Janakiram, argues that climate action, when pursued through a just‑transition framework and backed by rigorous impact assessments, generates immediate and measurable social benefits that can be more tangible than the long‑term climate outcomes themselves. By tracing the pathways from decarbonisation to poverty alleviation, food security and health, the paper emphasises that the twin goals of a low‑carbon economy and social progress are mutually reinforcing.
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White papersCan Value Stocks Offer Resilience to AI Disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
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White papersWhy technology is the cornerstone of European strategic autonomy
As Europe aims to grow its economy while safeguarding its own interests, it is placing greater focus – and investment – in areas ranging from defence and manufacturing to energy, food and health. There is one sector, however, that stands out as the cornerstone of European strategic autonomy: technology.
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White papersPowering the path to decarbonisation
As the global push toward decarbonisation evolves, balancing short-term returns with long-term structural opportunities requires a thoughtful mix of proven technologies and development-stage assets. Joost Bergsma of Nuveen Infrastructure shares how investors can build resilient, scalable portfolios across clean energy technologies today.
