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Defence spending in the new Cold War

by HANetf February 25, 2025
written by HANetf

Defence is increasingly on investor’s radars. The theme’s popularity is easy to explain: military budgets across the world are surging.  According to Stockholm International Peace Research Institute, global military spending …

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Thematic Investing

Five companies leading India’s internet boom

by HANetf September 18, 2024
written by HANetf

India is undergoing a tremendous shift toward a digital world. Thanks to a government that chose to embrace and invest in a futurised world, the country’s digital public infrastructure, and …

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Thematic Investing

Can defence investing be ESG?

by HANetf September 18, 2024
written by HANetf

In the months preceding Russia’s invasion of Ukraine, the Financial Times highlighted a trend where the rise of ESG (Environmental, Social, and Governance) investing exerted pressure on European defence stocks. …

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Thematic Investing

Uranium bull market: should junior miners be on your radar?

by HANetf February 23, 2024
written by HANetf

Almost 70 years ago, in Shippingport, Pennsylvania, the world’s first nuclear power plant started to produce electricity. This power plant was relatively small in output, being able to produce just …

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Investments

Hedging geopolitical instability

by HANetf February 9, 2024
written by HANetf

Originally published in HANetf’s Thematic & Digital Assets Review  Constructing a robust portfolio typically means balancing diversification, asset allocation, and risk management. But as we navigate through an era marked …

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