Thematic Investing: Learning from the past, looking into the future

White Paper

Thematic Investing: Learning from the past, looking into the future

By BNP Paribas Asset Management

Thematic Investing: Learning from the past, looking into the future

By BNP Paribas Asset Management

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At BNP Paribas Asset Management, our Environmental Strategies Group believes it is vital to consider the past as well as the present when evaluating the long-term investment opportunities of the future.

Examining the interconnections between the drivers of previous industrial revolutions, and previous technological advances, can help us assess the role and value of those of today: are they independent quick fixes or vital components in a new environmental infrastructure?

Will they be a flash in the pan or instead lasting game-changers that will grow and deliver sustainable returns into the future?