Thematic Investors

When it comes to institutional investors exploring alternative energy sources uranium and nuclear energy present an intriguing opportunity. With the pressing need to address high global energy demands and combat climate change, this is an energy source that should not be underestimated. However, concerns still exist in terms of supply and demand as well as … Read More Read More

Back in 1962, President Kennedy declared that by the end of the decade the United States would have a man on the moon. Energy transition is an entirely different animal where the  technology, consumer sentiment, and politics will require further progress before we can declare victory. In this inaugural episode, Kieran Cavanna, CIO, Old Farm … Read More Read More