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Video: Allocating to thematic investments

ESG/SRI, Responsible Investing

BNP Paribas Asset Management

Investing in themes means focusing on structural trends that are expected to significantly affect economies and redefine business. We believe megatrends and associated themes such as environmental sustainability, the energy transitiondisruptive technology, and consumer and healthcare innovation can play a big role in the returns and risks of a wide range of investments.

Think of megatrends including globalisation, increased regulation and deregulation, the rapid pace of digitalisation and technological innovation. A number of factors are at play, including demographic shifts, social or behavioural changes, a greater urgency to preserve the environment, resource scarcity, economic imbalances and political changes.

Thematic investing need not be limited to a particular industry or sector, to well-established firms or just start-ups, or to companies of a certain size. Themes such as consumer innovation transcend the traditional sectors: they touch on healthcare, telecommunications and retailing, to name but a few.  Themes can involve companies in all stages of their growth cycle.

Contrary to some views, investing in themes is not limited to publicly listed equities or corporate bonds. Private equity or debt can also be a way to gain exposure to a theme.

Another myth is that thematic investing is about growth companies. We believe that any advantage that a group of companies has over industry peers or any factor that disrupts entire industries can be useful when identifying a theme.

Finally, it is worth pointing out that, in our view, themes are not restricted to countries or regions. We take a global perspective when investing in a theme.

Watch our Allocating to thematic investments video to find out about how this approach can bring a new dimension to portfolios that is transcending asset classes, sectors, regions and styles.

Watch our video on thematic investing

Thematic Investing Video Clip

This material is issued and has been prepared by a representative of BNP PARIBAS ASSET MANAGEMENT Australia Limited (“BNPP AMAU”) AFSL 223418 ABN 78 008 576 449.

This material is produced for information purposes only and does not constitute:

  1. an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or
  2. investment advice.

Opinions included in this material constitute the judgement of BNPP AMAU at the time specified and may be subject to change without notice. BNPP AMAU is not obliged to update or alter the information or opinions contained within this material. Investors should consult their own legal and tax advisors in respect of legal, accounting, domicile and tax advice prior to investing in the financial instrument(s) in order to make an independent determination of the suitability and consequences of an investment therein, if permitted. Please note that different types of investments, if contained within this material, involve varying degrees of risk and there can be no assurance that any specific investment may either be suitable, appropriate or profitable for an investor’s investment portfolio.

Given the economic and market risks, there can be no assurance that the financial instrument(s) will achieve its/their investment objectives. Returns may be affected by, amongst other things, investment strategies or objectives of the financial instrument(s) and material market and economic conditions, including interest rates, market terms and general mmarket conditions. The different strategies applied to the financial instruments may have a significant effect on the results portrayed in this material.

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