All Thematic Investing articles – Page 3
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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.
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White papersPower demand back to growth. But is the grid ready?
For decades, the U.S. power sector operated within a stable paradigm of modest, predictable load growth. But that is shifting. A new wave of electricity demand growth is emerging, driven by AI data centers, electrification and a push for more domestic manufacturing.
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White papersThe intelligence dividend: what AI means for portfolios
The AI investment boom is reshaping capital markets at a historic pace, but its effects on growth, inflation, and employment are far more nuanced than the headlines suggest. Nuveen’s latest research cuts through the noise, examining what the data actually shows about AI’s productivity payoff, its surprisingly complex inflation footprint, and what it all means for portfolio positioning today. Explore the full paper to see where the opportunities and risks may lie in navigating this evolving landscape.
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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.
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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 papersAI: A sustainability risk and opportunity for long-term investors
Investors can help determine whether artificial intelligence becomes a net positive for societies and the environment. How they allocate capital and engage with companies and policymakers can play a vital role in the eventual impact of AI.
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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 papersAI’s long-term investment potential continues to ratchet up
While geopolitical tensions continue to dominate global headlines, one topic remains at the forefront of investor discourse: the technology sector – and more specifically, artificial intelligence and its long-term potential.
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White papersHow constraints are shaping data infrastructure
In data infrastructure, connectivity—and the constraints around it—is increasingly determining which assets can be built, scaled and able to deliver durable returns
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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.
