Name: Carbon as an asset class: Characteristics and use cases for EUAs
Start: 2023-04-04T14:00:00Z
End: 2023-04-04T14:00:57.000Z
Location: BrightTALK
Rating: 5

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.

After years of turbulence, the airline industry is seeing positive momentum. Investors may be wondering if now is the time to take a closer look at the travel theme. Join us for a webinar exploring the investment outlook for the travel sector.

Key topics we’ll cover:
- Strong flight demand: Passenger numbers are exceeding pre-pandemic levels, setting new records.
- Declining fuel prices: How lower energy costs are boosting airline profitability.
- Capacity shifts: The impact of reduced domestic flight capacity on airline stocks.
- Seasonal performance trends: Why airlines often outperform in Autumn months.

Speakers:
- Tadas Misiunas, Business Development Consultant, U.S. Global Investors
- Tom Bailey, Head of Research, HANetf

Don't miss this timely discussion as we delve into the tailwinds driving the travel theme.

For professional investors only. Capital at risk.

Tailwinds driving travel stocks – Is now the time to invest?

Join us for an exclusive webinar with Dmitri Alperovitch, co-founder and former CTO of CrowdStrike and renowned cybersecurity expert, as he discusses his latest book, World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.

Alperovitch is a leading voice on cybersecurity, geopolitics, and defence, and his insights have shaped global understanding of modern security threats. He is the chairman of Silverado Policy Accelerator, an inaugural member of the Cyber Safety Review Board and a member of the Homeland Security Advisory Council. He has previously served as a Special Advisor to the US Department of Defense.

In this session, we will explore the key themes from his book, including how geopolitical shifts, evolving global threats, and technological advancements are reshaping the defence landscape. Alperovitch will provide valuable perspectives on the future of defence, how nations are preparing for new-age conflicts, and the implications these changes have for markets and investors alike.

*20 attendees of the webinar will be sent a copy of Dmitri's book, World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.*

For professional investors only. Capital at risk.

World on the Brink: A Conversation with Dmitri Alperovitch on Defence, Geopolitics, and Cybersecurity

As the 2024 U.S. election approaches, investors are faced with heightened uncertainty, market volatility, and the potential for significant policy shifts. In this exclusive webinar, four industry experts managing a range of ETFs will share their insights into how the election could impact key sectors like oil & gas, defence, technology, and commodities.

Our panel includes:
• John Ciampaglia, CEO of Sprott Asset Management, looking how supportive either presidential candidate will be for the revival of the US nuclear energy industry and uranium investment theme
• Stacey Morris, Head of Energy Research at VettaFi, covering the potential impact on the oil & gas sector and midstream energy
• Jane Edmondson, Head of Thematics at VettaFi, giving her outlook for both the US and European defence sector
• Anthony Ginsberg, Manager of the HAN-GINS Tech megatrends UCITS ETF (ITEK), will explore the future of tech megatrends.

Join us as we explore how these critical sectors could perform in the wake of the election, and how investors can position their portfolios.

For professional investors only. Capital at risk.

Election volatility ahead: Sectors and themes ahead of the 2024 U.S. election

Join HANetf for an exclusive webinar with Kazatomprom, the world’s largest producer of uranium, as we explore the key dynamics shaping the global uranium market. With growing interest in nuclear energy as a low-carbon solution for the future, understanding the forces driving uranium demand and supply has never been more critical.

In this session, Kazatomprom will provide an in-depth look at the current state of the uranium industry and the company’s strategic outlook. We’ll also discuss the challenges and opportunities facing the sector, from supply chain disruptions to policy developments across the world.

Speakers:
- Seitzhan Zhanybekov, Managing Director, Sales, Kazatomprom
- Tom Bailey, Head of Research, HANetf 

For professional investors only. Capital at risk.

Inside the Global Uranium Market with Kazatomprom

Join us for an in-depth discussion on a new actively managed ETF from Guinness, designed to capture the key companies focused on sustainable energy generation, storage, efficiency, and consumption. This includes sectors such as solar, wind, hydro, geothermal, biofuels, and biomass.

Guinness believes that over the next two decades, the world will undergo a major transition towards a sustainable energy system, driven by five key factors:

• Population & GDP Growth: Rapid growth is increasing pressure on current energy supplies.
• Climate Change: Reducing carbon emissions through cleaner energy sources will be a global priority.
• Pollution: Governments are pushing for cleaner energy to reduce air pollution in cities.
• Energy Security: Distributed sustainable energy can reduce reliance on energy imports, enhancing energy security.
• Economics: Sustainable energy sources are becoming more cost-effective than traditional options.

This webcast will explore the multiple investment themes created by this transition and how the expert team at Guinness seek to capture these opportunities.

We’ll be joined by:
• Will Riley, Fund Manager, Guinness Global Investors
• Jonathan Waghorn, Fund Manager, Guinness Global Investors
• Tom Bailey, Head of Research, HANetf 

For professional investors only. Capital at risk.

Introducing Guinness’ active approach to the sustainable energy transition

The health care sector is the midst of a rapid transformation, driven by new innovation and a shift toward value-based care, creating compelling opportunities for investors.

In this webinar, expert health care investors Matthew Renna and Jenny Muller will explore themes such as breakthroughs in gene therapy, advancements in oncology, and the rise of precision medicine. Discover how these innovations are reshaping health care and creating long-term growth potential for companies at the forefront of these changes. 

Key topics include:
• The impact of innovation in health care, including advancements in gene therapy, liquid biopsy, and targeted oncology.
• The shift toward value-based care and its potential to drive long-term investment opportunities.
• How emerging technologies and treatments are transforming the healthcare ecosystem and improving patient outcomes.

Presenters: 
• Matthew Renna, Managing Partner, Westfield Capital Management
• Jenny Muller, CFA, Partner, Westfield Capital Management
• Jake Coulson, Investment Writer, HANetf

For professional investors only. Capital at risk.

Health care revolution: investing in innovation and the future of patient care

The Global ETFs industry has reached new highs of US$13.98 trillion in assets. This comes from 774 providers listed on 81 exchanges in 63 countries* 

A record $1.07 trillion in net new assets has been achieved so far in 2024. The industry has experienced 63 consecutive months of net inflows.

Europe’s ETF market is set to grow 15% annually over the next 5 years. Despite a population more than double that of the US and a similar wealth demographic, currently European ETF market only amounts to $2.1 trillion in assets compared to $9 trillion in the US - so, the growth potential in Europe is huge.

This webinar is your chance to gain valuable strategic insights on how to break into this promising market.

The following topics will be covered: 

- The Global ETF landscape 
- Regulatory considerations: 40 Act / UCITS regime and considerations for ETPs on alternative asset classes such as cryptocurrencies 
- Index provider: Index solutions for ETFs and issuer support 
- Exchanges: ETF listing & trading 
- Continued innovation: Active ETFs, Covered Call / Defined Returns
 
Presenters:
- Brittany Christensen, Head of Business Development, Tidal Financial Group
- Maital Legum, Head of ETF Issuer Services, New York Stock Exchange
- Jason Griffin, Director of Capital Markets and Business Development, HANetf

*As at end of August, ETFGI research
For professional investors only. Capital at risk.

How to enter the global ETF market - 40 Act and UCITS

For decades, the European geopolitical landscape had been relatively peaceful until Russia’s invasion of Ukraine. This conflict, alongside the broader backdrop of geopolitical instability, has forced Europe to focus on rebuilding their defence capabilities. As a result, European NATO members are investing in new defence equipment at levels not seen since the end of the Cold War.
 
In our upcoming webinar, we will conduct an exclusive interview with Rheinmetall, Europe’s fastest growing defence stock and a global leader in military vehicles manufacturing and ammunition.
 
We will discuss the following topics:
• Overview of Rheinmetall’s key business areas
• How was Rheinmetall impacted by Russia-Ukraine?
• Ukraine needs more ammunition. Can Europe scale up fast enough? What role will Rheinmetall play?
• What is Rheinmetall’s strategic focus over the coming years?
• How does Rheinmetall assess the development of the European defence sector?
• The role of defence in our society and reconciliation with ESG values
 
Last year, HANetf launched Future of Defence UCITS ETF (NATO) of which Rheinmetall is a major constituent. The ETF provides exposure to NATO and NATO+ ally defence and cyber defence spending. The AUM of the ETF recently exceeded $500 million, highlighting the continued investor interest in this sector. At the end of the discussion, we will provide a brief update on the strategy.

Speakers: 
•  Dirk Winkels, Head of Investor Relations, Rheinmetall
•  Andre Voinea, Head of Europe Sales, HANetf

For professional investors only. Capital at risk.

Europe’s fastest growing defence stock: exclusive interview with Rheinmetall

For decades, the European geopolitical landscape had been relatively peaceful until Russia’s invasion of Ukraine. This conflict, alongside the broader backdrop of geopolitical instability, has forced Europe to focus on rebuilding their defence capabilities. As a result, European NATO members are investing in new defence equipment at levels not seen since the end of the Cold War.
 
In our upcoming webinar, we will conduct an exclusive interview with the CEO of RENK, a European defence leader with a 150-year history.
 
We will discuss the following topics:
• Overview of RENK’s key business areas
• How was RENK’s business impacted by Russia-Ukraine?
• What is RENK’s strategic focus over the coming years?
• How does RENK assess the development of the European defence sector?
• The role of defence in our society and reconciliation with ESG values
 
Last year, HANetf launched Future of Defence UCITS ETF (NATO) of which RENK is a constituent following its IPO in Q1 this year. The ETF provides exposure to NATO and NATO+ ally defence and cyber defence spending. The AUM of the ETF recently exceeded $500 million, highlighting the continued investor interest in this sector. At the end of the discussion, we will provide a brief update on the strategy.

Speakers: 
• Susanne Wiegand, CEO, RENK
• Andre Voinea, Head of Europe Sales, HANetf

For professional investors only. Capital at risk.

The growing role of Europe’s defence industry: exclusive interview with the CEO of RENK AG

Most fixed income managers focus on 3 things when selecting bonds: interest rate predictions, duration, and yield.

PT Asset Management (PTAM) looks beyond these traditional metrics, which has resulted in strong long-term performance and significant growth in their US mutual funds.

Join PTAM’s CEO, Sean Dranfield, as he dives into PTAM’s unique investment methodology, how it leads to different results, and how their portfolio management style can fill a void in the European fixed income market.

Sean will answer the following questions:

- Who is PT Asset Management (PTAM)?
- How is PTAM’s maths-based investment process, Shape Management®, different from traditional fixed income managers?
- What kind of opportunities does Shape Management® uncover?
- How do yields in the U.S. compare to Europe? 
- How can PTAM provide portfolio diversification and an interest rate hedge that traditional European fixed income portfolios lack?

For professional investors only. Capital at risk.

A revolutionary maths-based approach to fixed income investing

In uncertain times, gold is often looked to as a source of stability. The precious metal has long been a store of value and has more recently been used as a hedge against inflation, uncertainty, and geopolitical risk. This year, gold has reached new all-time highs and many investors have looked to it as a “safe haven”. 

Now, the question is what the future of gold might be. New considerations have come to the fore, such as how we can source gold responsibly and sustainably. Investors are increasingly concerned about ethical implications such as these, and seeking out gold that aligns with their values.

Join our upcoming webinar where we’ll be joined by Steven Jones, Head of Business Development at The Royal Mint, to analyse the current gold market and what the future may have in store. We’ll be covering:

• Gold market trends in 2024
• Responsible sourcing
• Recycled gold and sustainability
• The Royal Mint’s approach to safe custody
• And more!

For professional investors only. Capital at risk.

The future of gold – investment and responsible sourcing

The digital economy added $2.7 trillion to the U.S. economy in 2022, comprising around 10% of total GDP. As digitalisation accelerates, experts anticipate this figure to rise substantially, which could lead to robust growth for investments in the sector.

The advent of Web 3.0 necessitates a revolutionary overhaul of the internet’s infrastructure, underpinned by a cutting-edge technology stack for creating, transmitting, and storing digital value. From blockchains, to NFTs and tokenization, to the Metaverse, and artificial intelligence (AI) – pivotal technology sectors such as these are expected to be the engines of innovation and value in the digital economy of the future. 

Join our upcoming webinar where we’ll be joined by Chanchal Samadder, CFA, Head of Product at ETC Group, to take a closer look at the next iteration of the internet and the opportunities presented by Web 3.0. We’ll cover:

• The digital economy 
• Web 3.0 – the next iteration of the internet
• Key drivers: blockchains, NFTs and tokenization, the Metaverse, AI and big data
• Companies leading the charge

For professional investors only. Capital at risk.

Reinventing the internet – Web 3.0

Midstream energy infrastructure companies play a critical role in getting usable energy from North America to demand centres, both domestically and overseas.

Investors are increasingly attracted to the space thanks to strong income potential, stable and sustainable free cash flow generation, and potential growth as the world looks to diversify its energy supplies – not to mention as a defence against inflation, and the relative insulation from oil and gas price volatility.

And now, we’re seeing new demand drivers for midstream – such as artificial intelligence and growing North American LNG exports.

Join us for our latest webinar where we’ll be joined by:
- Stacey Morris, Head of Energy Research at VettaFi
- Philip Segal, Energy Research Analyst at VettaFi
- Jake Coulson, Investment Writer at HANetf

For professional investors only. Capital at risk.

Midstream energy – new demand drivers as interest rates fall

Active ETFs have arrived in Europe. Their AUM totalled around €35 billion at the end of 2023, but that number is growing by around a third each year. According to the latest annual survey from PwC, this demand is expected to continue to increase.

Asset managers are looking at active ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.

HANetf is Europe's largest provider of white-label ETFs and ETCs, providing a full white label operational, regulatory, distribution and marketing solution for asset managers who want to successfully launch and manage UCITS ETFs and ETCs.

We'll be joined by experts from New York Stock Exchange, Susquehanna International Group, Carne Group and A&L Goodbody to discuss the active ETF opportunity in the European market and the beginning-to-end process of launching an ETF in Europe.

Speakers:
- Maital Legum, Head of ETF Issuer Services, New York Stock Exchange
- Ronan Henderson, Head of ETF Client Trading, Susquehanna International Group
- Des Fullam, Chief Regulatory & Client Solutions Officer, Carne Group
- Stephen Carson, Head of Asset Management & Investment Funds, A&L Goodbody
- Jason Griffin, Head of Capital Markets & Business Development, HANetf

For professional investors only. Capital at risk.

Active ETFs are on the rise - are asset managers at risk of missing the boat?

Stock markets have staged a strong recovery since 2023, when the outlook for interest rates started to improve. But this is largely driven by the performance of a few large-cap US growth equities.

The so-called Magnificent 7 have come to represent an ever bigger share of major indices, potentially presenting concentration risk to investors.

In this webinar we will hear from two portfolio managers covering their outlook for US large caps and the approaches that their portfolios take to investing.

Speakers:
• Scott Klimo, Chief Investment Officer, Saturna Capital
• Anthony Ginsberg, CEO, GinsGlobal Index Funds 
• Tom Bailey, Head of Research, HANetf

For professional investors only. Capital at risk.

FAANGS, MAG7, Fab4: where next for US megacaps?

For decades, the European geopolitical landscape had been relatively peaceful – that is, until Russia’s invasion of Ukraine. This conflict, alongside the broader backdrop of geopolitical instability, has forced European NATO members to focus on rebuilding their defence capabilities. 

This has been something of a rude awakening – despite NATO’s guideline that its members should spend at least 2% of their respective GDPs on defence, many countries in Europe have been falling short. Given the current situation, European NATO members are having to reconsider this position and invest in defence at levels not seen since the end of the Cold War.

In our latest webinar, we’ll be looking at how the rebuild of Europe’s defence sector presents a unique opportunity to investors. Last year, HANetf launched Future of Defence UCITS ETF (NATO), which provides exposure to NATO and NATO+ ally defence and cyber defence spending. 

We’ll be joined by renowned historian and defence expert Professor Phillips O’Brien, Head of the School of International Relations and Professor of Strategic Studies at the University of St Andrews.  Professor O'Brien's work covers grand strategy and defence policy. He has been especially active as an analyst and commentator during the latest phase of the Russo-Ukraine War, collaborating with scholars and analysts from Ukraine, Europe, and the United States to dissect the lessons of the war. His insights have been regularly published in The Atlantic, The Times, The Spectator, The Telegraph, and other major newspapers and journals. Additionally, he has appeared on media outlets in over 15 countries, including MSNBC, CNN, NPR, BBC, DW, and L’Express.

We’ll also be joined by Tom Bailey, Head of ETF Research at HANetf, to take a closer look at the opportunity for investors.

For professional investors only. Capital at risk.

NATO: Unlocking Europe's Defence Potential

Copper is a metal in demand. Owing to its conductive properties, copper plays a vital role in electricity grids, electric vehicles and renewable energy technologies. As a result, demand for copper has the potential to outstrip supply as the clean energy transition takes hold. But that's not all. The AI revolution will add to electricity demand, necessitating electric grid expansions and upgrades.
 
Join this webinar to answer the following questions:
• How is copper involved in the AI play?
• What is its role in electricity grids, electric vehicles (EVs), and renewable energy technologies?
• What does the demand-supply picture look like for copper?
• Why has the copper price rallied in 2024?
 
Speakers:
• Jacob White CFA, ETF Product Manager, Sprott Asset Management
• Steven Schoffstall, Director of ETF Product Management, Sprott Asset Management
• Jake Coulson, Investment Writer, HANetf 

For professional investors only. Capital at risk.

How is copper involved in the AI play?

Following the largest democratic election in world history, India is well-placed to continue its unprecedented digital growth. With 7 million new smartphone users every 30 days, over 600 million Gen Z citizens, and the largest population on the planet – India is just getting started. 

We’ll be joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global, to take a deep dive into what he believes is the “perfect emerging market”.

For professional investors only. Capital at risk.

India after the election – the next stage of growth

Companies in Europe have to purchase European Union Allowances (EUAs), known as “permits to pollute”. Each year, the EU issues less and less of these, which drives their value up. Join us to discover how playing the carbon market could present an investment opportunity.

In this webinar, we invited leading market experts to discuss:
- Fundamentals and the market outlook
- Carbon allowances as an asset class
- Case studies demonstrating the implementation of investing strategies

Join us to explore how carbon allowances can be used to diversify your portfolio while creating environmental impact. It is time to focus beyond carbon credits and learn about the other 99% of globally traded carbon instruments!

Speakers:
- Jan Ahrens, CEO at SparkChange
- Madeline Hume, Senior Research Analyst at Morningstar Research Services LLC
- Nicolas Girod, Chief Technology Officer at ClearBlue Markets
- Tom Bailey, Head of Research at HANetf

Carbon as an asset class: Characteristics and use cases for EUAs

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Carbon as an asset class: Characteristics and use cases for EUAs

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