2024 Thematics Barometer
This material is intended for Institutional Investors (as defined in the Securities and Futures Act, Chapter 289 of Singapore) only and is not suitable or intended for persons who do not qualify as such.
BNP Paribas Asset Management and BNP Paribas Corporate and Institutional Banking, in partnership with Coalition Greenwich, have sponsored their third year of research into thematic investing with institutional investors and intermediary distributors. Interviews took place across the globe during April and June this year. Download the 2024 Thematics Barometer or read the key highlights below.
Usage: 89% of investors surveyed indicate a familiarity with thematic investing, with intermediary distributors leading the way (97%).
Allocations: On average, allocations to more traditional asset classes have softened, but investors deploying thematics in private markets has risen to 69%.
Objectives: 71% of investors note achieving positive impact and contributing to sustainable outcomes as the leading objective for their thematic allocations, followed by improved investment returns (63%).
Themes: Renewable & Clean Energy (60%) continues to be the leading sustainability theme, followed by Climate Change Solutions (49%). With regard to innovation and disruption themes, Artificial Intelligence is the runaway favourite (74%). Healthcare Innovation remains popular too (54%), although down slightly year on year.
Future: Investors expect to increase their focus on thematics in traditional asset classes, like equities (53%), but there is also a heightened interest in private markets (51%).
2024 THEMATICS BAROMETER
Discover a broad range of thematic strategies to diversify and capture sources of growth.
