Global megatrends
Actively invest in long-term structural growth themes driving tomorrow‘s market performance
The opportunity
Powerful global megatrends are not just simply redefining our world, they are revolutionising industries and opening new frontiers for decades to come. Their impact can be felt across societies and economies as we face unprecedented challenges and rapid transformations. At BNP Paribas Asset Management, we have identified four key structural trends – innovation, demographics, geopolitics and the environment – that we believe will define the world of today and tomorrow.
As these forces accelerate, they give rise to compelling investment themes and opportunities that cut across traditional sectors, borders, and market sizes. Specifically, we have identified seven investable multi-decade themes which we believe can generate long-term value for investors: clean energy, natural capital, social equity, digital transformation, healthcare innovation, consumer, and sovereignty and security. If we consider opportunities within energy transition, for example, capital investments in the three core energy themes required to reach Net Zero 2035-2050 are estimated to be US dollar 132 trillion.1
Strategy highlights
Leverage our deep expertise in thematics and global equities
The strategy draws on the collective expertise of our award-winning Global Equity team with over 20 years’ average industry experience² and the deep specialised thematic knowledge of BNP Paribas Asset Management’s Fundamental Active Equity (FAE) investment group.
Detect attractive opportunities across multi-decade themes
Taking a dynamic thematic allocation approach, we look beyond regions, sectors and styles in our aim to defined key investible themes within each trend and to detect current and future champions. Supported by top-down research, the team dynamically allocates to these arising opportunities within each of the seven themes, employing a differentiated behavioural approach to active stock selection, to achieve a well-balanced portfolio.
Diversify with no significant bias
In the absence of any significant investment bias, the team’s unconstrained approach is rooted in behavioural finance to inform our understanding of market inefficiencies and how to take advantage of them. We believe it is quality companies with improving business momentum and valuation support that tend to outperform. ESG factors are integrated at every step of the process.³
Team and expertise
Our global megatrends strategy is actively managed by Nadia Grant, who serves as a key member and head of BNP Paribas Asset Management’s Global Equity team. Based in London, Nadia has more than 25 years’ investment experience⁴ and is supported by senior portfolio manager Brigitta Hobster. With locations in Paris and London, the highly experienced Global Equity team includes portfolio managers, research analysts, and investment specialists with extensive track records and deep industry knowledge.
Capitalising on the expertise of a large global organisation, Nadia and the Global Equity team are closely supported by BNP Paribas Asset Management’s 80-member strong Fundamental Active Equities (FAE) investment group⁵, as well as dedicated Sustainability Centre, Quantitative Research Group, and Macro Research team. In addition, they benefit from access to our global technology research resources, global trading and risk management platform.
Investment Risks
Investments are subject to market fluctuations and other risks inherent to investing in securities. The value of investments and the income they generate may rise or fall and it is possible that investors may not recover their initial investment. The strategy may be exposed to specific risks, including Emerging Markets Risk, Extra-Financial Criteria Investment Risk, and Equity Risk.
The strategy may also be exposed to specific risks related to investments in Mainland China, including Changes in PRC taxation risk and Risks related to Stock Connect. For a complete description and definition of the strategy’s generic and specific risks, please refer to the Prospectus and KID.
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Learn more about our global megatrends strategy
Thematic investing
Shaping tomorrow’s investment opportunities
[1]The World Energy Outlook 2023, International Energy Agency (IAE), 24 October 2023
[2,4,5] BNP Paribas Asset Management, as of 31 March 2026
[3] ESG: Environmental, Social, and Governance. ESG assessments are based on BNP Paribas Asset Management’s proprietary methodology, which integrates all three aspects of E, S and G.
Important information
BNP PARIBAS ASSET MANAGEMENT Singapore Limited, “the investment management company”, is a company incorporated in Singapore with its registered office at 20 Collyer Quay, #01-01 Collyer Quay, Singapore 049319, Company Registration No. 199308471D.
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