All Thematic Investing articles
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White papersThe Infrastructure Behind AI
Artificial intelligence feels instantaneous, but that speed is built on a vast physical system across from cell towers, transmission networks, data centers, energy systems and beyond. Our infographic outlines how AI is fundamentally an infrastructure story.
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White papersHow to Invest Smarter in the Race for Electrification
While opportunities abound across the energy value chain, renewables may come onstream the fastest.
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White papersMonetising AI: Driving innovation and multiple investment opportunities
Artificial intelligence has moved from experimentation to large-scale deployment and a tangible revenue driver across an ever-broadening range of industries.
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PodcastMidyear Investment Outlook 2026 – The Power of Endurance by Outerblue Convictions
In a special edition of Outerblue Convictions, Swaha Pattanaik sits down with Monica Defend, Head of the Amundi Investment Institute, to unpack Amundi’s mid-year investment outlook, The Power of Endurance.Against a backdrop of geopolitical shocks, shifting central bank priorities and the continued strength of AI-related trades, the discussion explores why global growth may remain resilient but uneven, with fragile de-escalation abroad and broadening AI adoption continuing to shape the macro and market landscape.
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White papersChina: Late to the AI sprint, strong in the marathon
In today’s global artificial intelligence (AI) industry, the US leads in frontier models and accelerator design, Taiwan manufactures the most advanced chips, South Korea supplies high-bandwidth memory, and investors crowd into the most obvious winners. China — constrained by export controls and short of leading-edge semiconductors — is often seen as the laggard. That narrative is too simple. It may also be wrong.
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White papersGlobal Investment Views - July 2026
Over the last month, central banks have taken an increasingly hawkish turn that has forced markets to start reassessing the AI trade’s remarkable momentum. As inflation continues to rise, policymakers have remained cautious despite positive headlines around a US/Iran ceasefire deal.
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White papers2025 Engagement Report: continuing to drive long-term value through stewardship
Stewardship has been at the core of our Responsible Investment approach since our inception and is now firmly established as a central pillar of our 2025-2028 Climate Strategy.
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White papersThe IPO market inflection
How a new cohort of large AI-driven companies could reshape liquidity and market structure
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White papersA New Investment Playbook for An Unruly World
In a new paper, “A New Investment Playbook for an Unruly World,” MetLife Investment Management outlines how investors may adapt to a shifting global framework, rising geopolitical influence and a more complex, volatile market environment that may be less U.S.-centric.
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White papersThe sovereignty challenge: Investment opportunities in a fragmented world
In today’s era of geopolitical upheaval, technological transformation, and economic fragmentation, the investment landscape is markedly shifting.
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InsightHow investors can drive the energy transition forward
The energy transition is no longer a distant vision, but a present reality that is reshaping economies, industries and investment landscapes. Yet, despite huge progress, Europe finds itself at a crossroads. Geopolitical tensions, supply chain vulnerabilities, and infrastructure bottlenecks continue to test the continent’s resolve. The question is no longer whether the transition will happen, but how it will accelerate - and what role investors will play in driving it forward.
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White papersMidstream infrastructure: Essential assets in an undersupplied energy system
Widely viewed as a sector in decline only a few years ago, midstream infrastructure is benefiting from stronger demand, renewed investment and expanding opportunities to both acquire and monetize assets.
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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 papersThematic Equity Investing in a World of Disruption and Realignment
The evolving nature of disruption is creating new innovators and market leaders.
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White papersElectric Power Offers Opportunity in AI—Without ‘Taking Sides’
Older electrical plants are a value play on the artificial intelligence boom.
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Interview“The case for Europe’s energy transition is no longer only climate change”
The energy transition started out as a response to climate change. But Sonja de Ruiter, Head of Fund Management at Triodos Investment Management, now sees a broader picture emerge. “The energy transition is no longer only about climate,” she says. “It is also very much about energy independence and security, both of which are of vital importance to Europe’s economy.”
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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 papersClean energy investment: Balancing energy security with net zero
In the face of escalating geopolitical tensions, technological innovation, and the urgent need to transition to a low carbon economy, the global energy landscape is fundamentally shifting.
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PodcastCheaper, smarter and ever broader uses: AI offers a long growth runway
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI industry and its investment potential, not least in supporting both training and inferencing applications.
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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.
