COVID-19 and The Future of Tech | Buying Opportunities in Megatrend Stock
For professional clients only.
When you trade ETFs, your capital is at risk.
Millions of people are now relying on various technologies while in lockdown. Stay at home orders are unsurprisingly increasing traffic to social media platforms, video streaming and online gaming as people spend more money and time on digital services. What’s more, applications for remote working such as conferencing services and business messaging apps, along with healthtech such as telemedicine and virtual healthcare are now essential, and all are powered by the cloud.
Will adoption of new and existing technologies rise due to the crisis? Will increased tech usage become commonplace for many? Will this result in the 4th Industrial Revolution becoming more mainstream than ever before?
In this webinar we will cover:
• Which technologies are seeing an increase in demand and usage?
• Will additional forms of tech now be embraced by companies, hospitals and government? From cloud computing, AI, robotics and automation to telemedicine and wearables.
• Buying opportunities in megatrend stocks - how can investors gain diversified exposure to these tech sectors using a thematic etf? The HAN-GINS Innovative Technologies UCITS ETF (ITEK) explained.
RecordedApr 28 202055 mins
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Anthony Bamber, Head of Business Development at The Royal Mint
We’ll be joined by Britain’s oldest company, The Royal Mint, to discuss the history of the company and the investment case for gold. The Royal Mint Physical gold ETC's gold is custodied by The Royal Mints purpose-built vault near Cardiff in Wales and it is the only gold ETC where investors can redeem for physical bars and coins from The Royal Mint.
We will be covering:
- Introduction to The Royal Mint
- Analysis of the changes to the gold market in the 2020 financial year
- Investor sentiment during the pandemic
Over the past year, bitcoin has boomed in popularity causing the price to increase by 224% in 2020 . Surpassing the $40,000 barrier in January 2021, Bitcoin currently stands above $60,000 (as of 13.04.2021) .
Although Bitcoin continues to dominate the crypto market, altcoins are rising to prominence quickly with Litecoin and Ethereum becoming recognised and trusted assets. Paypal’s announcement to start supporting Bitcoin, Litecoin, Ethereum and Bitcoin cash further highlights the increased recognition of ‘smaller’ altcoins .
We will be joined by Bradley Duke, CEO and Co-Founder of ETC Group, to discuss:
- An introduction to cryptocurrencies
- The growth of Ethereum and Litecoin
- The increasing adoption from institutional investors
- The investment opportunity of cryptocurrencies
Amrita Nandakumar, President of Vident Investment Advisory
Asset managers, banks and insurance companies are now looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.
We will be joined by Amrita Nandakumar, President of Vident Investment Advisory and former Senior ETF Product Manager at Van Eck, to discuss the growing European ETF market. We will be covering:
• Introduction & overview of the European ETF opportunity
• The difference between the US and European ETF market
• Challenges of market making across multiple exchanges
• Listing and trading ETFs on London Stock Exchange
Mark Abssy, Head of Indexing, Chris Versace, CIO, Thematic Strategist, & Lenore Hawkins, Global Macro Strategist – Tematica
Every day more of our lives move online. We work, learn, connect and share more in the virtual world with every passing year. This is where digital infrastructure comes in.
New technologies are driving incremental data creation, more data is driving the creation of more apps and this leads to further data consumption.
This virtuous spiral of connectivity and use is driving exponential growth which is leading to more infrastructure buildout to support this growth.
In this webinar we explore:
- The 5G revolution and beyond
- How the rollout of 5G, cloud, internet of things and other disruptive tech will continue to accelerate the trend towards further digitalisation and virtual communication
- An introduction to the infrastructure that makes the internet a reality
- The investment opportunity and risks of the Digital Infrastructure and Connectivity UCITS ETF (DIGI)
For professional investors only. When you trade ETFs, your capital is at risk.
Jane Edmondson, Co-Founder and Principal of EQM Indexes
Online commerce has permanently transformed the retail sector and the way consumers and businesses shop for everything—from books to office supplies, to shoes and furniture. According to research firm eMarketer, global ecommerce is expected to exceed $3.9 trillion this year, providing online retailers fertile ground to grow their business in this new era of contactless shopping*.
The global coronavirus pandemic accelerated the pace of ecommerce growth in 2020, propelling online sales to levels not previously expected until 2022—helping existing online retailers expand their dominance in retail. Value-added features such as competitive pricing, shopping convenience, greater product selection and rapid delivery options have solidified online commerce as a disruptive technology that is here to stay.
We’ll be joined by Jane Edmondson, Co-Founder and Principal of EQM Indexes, to discuss:
- How online commerce has changed over the last decade
- The growth and development opportunity in the ecommerce sector
- The global tailwinds driving online retail growth
- Introduction to the Global Online Retail UCITS ETF
- Q and A
*Global Ecommerce 2020, eMarketer, June 22, 2020, https://www.emarketer.com/content/global-ecommerce-2020
2020 was transformational for digitalisation and technology innovation. Global lockdowns have initiated a migration into the digital world both for work, leisure and healthcare which requires an increasing amount of computational power. As a result, global Cloud spending is expected to increase by 22% annually, reaching $500bn in 2023.
The first four months of 2021 has seen big changes to the three HAN-GINS ETFs, with one fund rebalancing and the other two updating their indices. Our Technology Megatrends ETF has recently rebalanced to include 11 new Blockchain holdings, and our Healthcare Innovation and Cloud Technology ETFs seeing changes to their underlying indexes.
We will be joined by Anthony Ginsberg, co-creator of the HAN-GINS ETFs and Managing Director of GinsGlobal Index Funds to discuss:
- How equal weighting can help to capture growth more efficiently
- How changes to the index have provided broader portfolios to represent recent industry dynamics
- Introduction of new ESG Screens for the conscious investor
- Technology megatrends and global tailwinds
- Technology innovation market outlook
Pieter Fourie, Head of Global Equities and Hannah Gooch-Peters, Global Equity Investment Analyst at Sanlam Investments
In September 2020, Almalia launched the world’s first actively-managed global equity ETF (Exchange Traded Fund), employing Shariah investment principles. The aim of the Almalia Sanlam Active Shariah Global Equity UCITS ETF is to achieve capital growth over the medium to long term, whilst complying with principles of Shariah investing.
Working with Sanlam Investments, the fund will invest in companies of a high quality with wide economic moats.
We will be discussing:
• The new companies that have been added with a specific look at Boston Scientific
• Factors influencing current fund constituents
• The impact of emergency monetary stimulus
• An outlook for global equities
Midstream energy infrastructure continues to offer investors income while benefitting from an ongoing macro recovery and company-specific improvements. Many midstream names are poised to generate meaningful free cash flow in 2021 even after dividends with several having announced buyback authorizations in recent months. Midstream companies, whether structured as corporations or Master Limited Partnerships (MLPs), play a vital role in connecting energy production in the US and Canada with domestic and global demand by transporting, processing, and storing oil, natural gas, and natural gas liquids.
With vaccines being rolled out globally and producers remaining disciplined with cuts, oil prices have recovered significantly even as demand improvement remains in early stages. Complementing an improving macro outlook, expected free cash flow generation, buybacks, and discounted valuations make for a compelling total return opportunity. Midstream yields remain elevated at nearly 9%* as of the end of January from predominately investment-grade companies.
We’ll be joined by Stacey Morris, Director of Research at Alerian to discuss:
• Macro landscape
• Midstream outlook and dividend update
• ESG Considerations
• Valuations of midstream companies
*Source: Alerian. Data as of 31.01.21. Past performance is no guarantee of future performance.
The global economy has lurched towards an even greater reliance of online consumption that is now evolving into fully digitized lifestyles. With the coming demographic wave of young digital natives in Gen-Z, Emerging Markets appear poised to lead this global transformation for years to come. EMQQ will discuss how the developing world is only just now entering the digital age and the companies driving this evolution as they create lifestyle ecosystems transforming everything from retail to your healthcare.
We’ll be joined by Kevin Carter, CIO and Founder of EMQQ, to discuss:
- The Ecommerce revolution spreading in Emerging Markets and the digital ecosystems now forming
- The growing pipeline of IPO’s coming from India
- Anti-trust regulation and implications
- The Emerging Markets Internet and Ecommerce UCITS ETF
Join us this International Women’s Day as we’re joined by an all-women panel. We will be discussing current trends in each of our speaker’s industries and what the outlook for 2021 is.
We’ll be joined by Hannah Gooch-Peters, Global Equity Investment Analyst at Sanlam, Lenore Hawkins, Global Macro Strategist at Tematica Research, Stacey Morris, Director of Research at Alerian, and Gabriela Herculano and Shaila Khan Leekha, Co-founders of iClima Investments.
The topics we will be discussing are:
• Global equities and active management
• Digital infrastructure and the 5G revolution
• North American midstream energy
• Climate change and decarbonisation
HANetf, A&L Goodbody, BNY Mellon, RBC Capital Markets & London Stock Exchange
Asset managers, banks and insurance companies are now looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.
Hear from A&L Goodbody, BNY Mellon, RBC Capital Markets, London Stock Exchange and HANetf on how to launch an ETF in the European market.
We will cover:
- Introduction & overview of the European ETF opportunity
- Explanation of the UCITS regime, legal process & other regulatory considerations
- Challenges of market making across multiple exchanges
- The role of the custodian & administrator in the European market
- Listing and trading ETFs on London Stock Exchange
Tematica Research Team, Kevin Carter, CIO of EMQQ and Anthony Ginsberg, Managing Director at GinsGlobal
Global technology trends are shaping and re-shaping the world around us. All areas of business, healthcare and ecommerce are adopting innovative technologies to improve efficiency, performance and cost.
We’ll be joined by Kevin Carter, CIO of EMQQ, Anthony Ginsberg, Managing Director at GinsGlobal, and Chris Versace, Lenore Hawkins and Mark Abssy from Tematica Research. They will be discussing:
• The digital adoption in emerging markets and how many consumers in emerging countries are leap-frogging traditional development states, adapting to a more digitalised, connected lifestyle.
• The growth of digital infrastructure and the rollout of 5G which will provide faster speeds, lower latency and overall a better user experience.
• The rapid growth of technology mega trends and how many businesses are moving away from tradition IT models to include cloud computing and remote services, including the increased use of technology in the healthcare industry.
Gabriela Herculano, CEO and Co-founder, iClima and Shaila Leekha, COO and Co-founder, iClima
iClima is becoming the poster child of the transition economy. It focuses on companies offering products and services that displace emission-producing alternatives – thus enabling CO2e avoidance. This is a shift from other ‘low-carbon’ approaches that focus on companies’ own emission reduction actions. iClima calls the companies in its index ‘climate champions,’ because they’re delivering impactful solutions measured by the CO2e avoidance potential of their products. Furthermore, iClima has developed a methodology to quantify this CO2e avoidance potential of each company in its index.
In the webinar, iClima will be explaining their methodology and the story behind the ETF. With global temperatures needing to be limited to a 1.5 degrees celsius warming, a stronger focus needs to be on the companies that are enabling others to decarbonise.
Themes will include:
• iClima’s companies (the constituents in its ETF) vis a vis the six categories of environmental sustainability goals in the ESG parameters
• Market forces and tailwinds
• The need for decarbonisation
• The world as of 2021 and the world that can be at the end of the decade: such as electric vehicle sales now and then, rooftop solar now and then.
The rapid adoption of technology and cloud computing the world saw in 2020 was unlike any other year. With people all over the world adapting to working from home and increasingly moving their lives online, technology megatrends have soared.
With increased use of technology and cloud computing, the US and EU are in the process of implementing legislation that will require Big Tech companies to follow new obligations to reveal information and data to regulators to ensure content is safe and legal. It will be interesting to see what implications this could have for Big Tech companies.
As Biden becomes President in January, his technology policies could have an impact on some of the larger or riskier technology stocks due to their legal challenges and Biden’s concerns around the concentration of power held by tech companies such as Facebook.
We’ll be joined by tech expert Anthony Ginsberg, Managing Director of GinsGlobal, to discuss:
• The increased adoption of the Digital Revolution, fueled by the increase in remote working
• Biden’s Big Tech policies
• The implications of increase Tech legislation in the EU
• How cloud computing companies are benefiting from the switch from hardware platforms to cloud-based platforms
Cryptocurrency was once seen as the wild west of investments and not seen as suitable product for institutional investors. However, with cryptocurrencies such as Bitcoin booming, central banks are considering their own digital currencies and exchange traded cryptocurrency products aimed at institutional investors which are being listed on regulated exchanges. As institutional cryptocurrency investing is becoming more mainstream, more and more institutional investors are looking at cryptocurrencies seriously and asking if this is really digital gold?
Join us for this webinar where the team behind BTCE Exchange Traded Crypto explore:
• Why should institutional investor care about digital assets? A risk-return analysis
• Exchange traded crypto currencies: do they solve the previous issues of unregulated crypto?
• Market outlook for cryptocurrencies: what investors should look for in 2021
Kevin Carter- EMQQ, Greg Taylor- Purpose Investments, Anthony Ginsberg- GinsGlobal
Join us the day after Biden’s inauguration for the third and final part of our US-Election webinar series.
We’ll be joined by experts to discuss how different sectors might be impacted under the 46th President of the United States and what this could be for investors seeking new opportunities.
As the inauguration approaches, it is expected that Biden could impose significant changes, including the national legalisation of cannabis and he may introduce policies to limit the power of Big Tech companies.
Hear from 3 different North American asset managers who specialise in following themes:
• Technology mega trends including Cloud, healthcare innovation, AI, cyber security, digital entertainment, social media, future transport
• Medical cannabis markets
• Emerging & frontier markets e-commerce markets
Nawan Butt, Portfolio Manager at Purpose Investments and Andre Voinea, HANetf
2020 has marked a significant year for the cannabis market. With the pandemic leading to increased use of recreational and medicinal cannabis, Germany hit a symbolic milestone for medical cannabis activity, with over 100,000 patients applying for reimbursement from their insurers since the start of the medical cannabis program in early 2017.
One special winner of the November elections was cannabis. Voters in 5 states showed strong support for reform of cannabis laws for both medical and adult-use. This momentum has been hugely positive for the cannabis space as a whole and a big re-rate of the industry has taken a place through November. In addition to this tailwind, momentum continues with the passing of the MORE Act in the US House of Congress and although the vote was expected to pass in the Democrat controlled House, the hastiness of the legislation being voted upon was entirely unanticipated as the Democrats have yet to formally move into the White House.
At the beginning of December, the UN voted on the reclassification of cannabis as a deadly substance. Although it only passed with a slim margin of 27 to 25, it is expected to be highly influential as many governments look at global conventions for drug policy guidance.
We’ll be joined by Nawan Butt, Portfolio Manager at Purpose Investments to discuss:
• The UN deschedules cannabis creating policy guidance for UN nations
• Canadians re-invigorate focus towards Europe
• US legislators increasingly look to push for federal cannabis reform
Stacey Morris, Director of Research Alerian, Jeremy Tonet, Senior Research Analyst at J.P. Morgan and Faisal El-Hakim, HANetf
2020 has affected industries in ways that could not have been predicted. In March 2020, midstream hit record lows as the impact of Covid-19 weighed heavily on the energy space and oil prices tumbled. Midstream, however, has performed defensively this year relative to other energy sectors due to more stable cash flows, which support attractive dividends. Midstream companies, whether structured as Master Limited Partnerships (MLPs) or C-Corps, play a vital role in connecting energy production in the US and Canada with domestic and global demand by transporting, processing, and storing oil, natural gas, and natural gas liquids.
Looking to 2021, midstream is well positioned to generate meaningful free cash flow given the combination of stable cash flows and reduced capital spending plans. Several buyback authorizations in recent weeks are further evidence of the free cash flow opportunity for the space. These tailwinds and an ongoing macro recovery create a compelling investment case for 2021 supported by other improvements such as cost reductions and progress with ESG-related initiatives.
Join us for a panel discussion with midstream experts Stacey Morris, Director of Research at Alerian and Jeremy Tonet, Senior Research Analyst covering North American Utilities, Energy Infrastructure and MLPs at J.P. Morgan. We will be discussing:
- The midstream energy investment case
- The midstream energy 2021 outlook
- ESG considerations in midstream
- The Alerian Midstream Energy Dividend UCITS ETF: background, strategy
- Q and A
Our AUM has increased by 1000% from the beginning of the year and is now over $900million. We have also launched seven new innovative funds, including BTCetc Physical Bitcoin ETC, BTCE, which became the most traded product on Xetra’s ETN Segment in October, and more recently, the iClima Global Decarbonisation Enablers UCITS ETF, CLMA, which is the world’s first decarbonisation ETF.
In this webinar with Robert Dickson, Director of UK Sales, we will be providing an update on the HANetf product range and providing an insight into our innovative themes:
•High yielding energy stocks (10% yields)
Q&A at the end.
Jay Pelosky, Co-Founder and CIO at TPW Investment Management and Kevin Carter, CIO of EMQQ
2020 has been one of the most challenging years for both developed and developing countries alike. The Coronavirus pandemic and the increased use of technology and digital communication has meant that many emerging countries have leap-froged traditional development stages, with the first computer many people in emerging markets owning being a smart phone.
The speed at which a vaccine for Covid-19 was developed sets the stage for a 2021 economic boom which will be witnessed across a set of assets and geographies.
We'll be joined by Jay Pelosky, Co-Founder and CIO at TPW Investment Management, who will use his Tri Polar World view and Global Risk Nexus framework as a 2021 investor guidebook.
Also joining us is Kevin Carter, Founder & Chief Investment Officer The Emerging Markets Internet ETF. He is considered an expert on China and Emerging Markets with over two decades of work alongside Princeton Economist & Author of A Random Walk Down Wall Street, Dr. Burton G. Malkiel.
Innovative ETFs for Modern Portfolios | White label ETFs
HANetf is an independent ETF provider founded by two of Europe’s leading ETF pioneers, Hector McNeil and Nik Bienkowski, to challenge conventional approaches to ETF product development and create distinctive opportunities for investors.
HANetf’s unique UCITS ETF range is the result of close collaboration with leading asset managers that leveraged HANetf’s full-service white-label ETF platform to simplify the set-up, launch and distribution of their investment ideas.
COVID-19 and The Future of Tech | Buying Opportunities in Megatrend StockHANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]55 mins