All Thematic Investing articles
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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 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.
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White papersOn the ground in Emerging Markets: Taiwan
Taiwan’s central role in the global semiconductor industry has driven robust economic growth as companies such as TSMC have benefited from the AI boom. But, as well as being vital to global trade and technology markets, Taiwan is also exposed to geopolitical and energy supply risks. Following a recent visit to the country, Michael Bourke, Head of Emerging Market Equities, shares his insights on Taiwan’s evolving market dynamics and geopolitical challenges.
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White papersIs the world on track for a more sustainable future?
At Columbia Threadneedle, we believe that understanding sustainability trends and the interactions between people and planet is fundamental to identifying future investment opportunities. Using a deep and grounded research-based approach, and through our ongoing engagement, we consider how environmental, social and wider factors are shaping the companies and industries we invest in.
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VideoVenture Capital Roundtable (1/3): Where to look beyond AI in today’s market
As AI dominates investor attention, where might opportunities be missed? In the first video discussion of this series, our venture investors look beyond the headlines to uncover areas that may be underappreciated.
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White papersAI’s growing influence on fixed income markets
The excitement engulfing artificial intelligence has been very much focused on equity markets — with the likes of the tech-heavy Nasdaq index hitting multiple fresh highs over the past 12 months.
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White papersWater: The hidden constraint shaping the digital economy
Structural megatrends are pressuring water resources, increasing scarcity and challenging long‑term sustainability and economic growth. This creates opportunities for investors to invest in companies providing solutions, ranging from upstream activities such as procurement & equipment, mid‑stream production & distribution, to downstream operation & end use.
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White papersDéjà vu: Parallels between the dotcom era and the AI surge
Comparing previous tech booms and bust cycles with today’s AI surge highlights some notable patterns. Historically, undervalued stocks with low price/earnings ratios have outperformed during market downturns that followed unsustainable rises in valuations. This underscores the importance of focusing on valuation to manage risk. Understanding historical parallels can help inform smarter investment decisions amid market uncertainty.
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White papersWhat sectors are well placed to enjoy real AI gains?
As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑driven disruption and who risks being left behind.
