Thematic Investing

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…

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.…

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…

Originally published in HANetf’s Thematic & Digital Assets Review While smartphones and ecommerce have become ubiquitous in developed markets, 1.4 billion young consumers in India are only just now beginning…

Originally published in HANetf’s Thematic & Digital Assets Review Copper plays a central role in the energy transition Critical in construction, industrial machinery, electronics and more, copper’s utility in wide‑ranging…

Since its passage in late 2021, the Infrastructure Investment and Jobs Act (IIJA) has been hailed as a major step toward rebuilding America’s aging infrastructure. In our view, the IIJA…

Autonomous Vehicle (AV) technology has improved dramatically in recent years, supported by large investments from auto manufacturers and tech companies. Given how important expanding consumer acceptance is to AV adoption, …

Nuclear power is a clean, efficient, and essential source of electricity used to meet the world’s growing energy demands. It holds the potential to produce electricity at a greater scale…