Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
In a HALO backdrop, hard-asset and global-investment-cycle themes – such as commodities, infrastructure, electrification, defense, and EM – could gain traction.
Our latest actively managed ETF offers exposure to traditional commodities but may also consider off-benchmark assets like bitcoin, platinum, and uranium.
We believe tightening uranium supply fundamentals, surging power demand, and global policy momentum are creating opportunities across the nuclear energy theme.
Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.
