Name: Carbon and your portfolio: Decarbonisation, transition risk and thematic ETFs
Start: 2023-05-11T10:00:00Z
End: 2023-05-11T10:00:28.000Z
Location: BrightTALK
Rating: 4.3

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.

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

There has been a lot of focus on equal weighting recently, not least given the dominance of larger stocks in the S&P 500. But beyond this, there are benefits for equal weighting across a range of sectors, which can allow investors to mitigate overconcentration risk and capture a theme more holistically.

In this webinar, we’ll be joined by three experts to discuss the appeal of an equal weighting strategy in the current market.

Speakers:
• Anthony Ginsberg, Founder and CEO of GinsGlobal
• Eric Strand, Founder and CEO of AuAg Funds
• Konrad Sippel, Head of Research at Solactive
• Tom Bailey, Head of Research, HANetf 

For professional investors only. Capital at risk.

Capturing a broader market: the equal weighting opportunity

The travel sector is potentially facing a record-breaking summer season. Airlines are witnessing substantial demand and are expanding their services to meet it. There are similar signs in the hotel and online booking sectors, which are expected to benefit from the anticipated surge in passenger traffic. Meanwhile, cruise lines are seeing record levels of bookings, marking a return of interest and trust in the industry since the pandemic-era. 

In this webinar we’ll be joined by two experts in the travel sector to discuss how investors could potentially capture this trend.

Speakers:
• Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors
• Tadas Misiunas, Business Development Consultant, U.S. Global Investors
• Jake Coulson, Investment Writer, HANetf

For professional investors only. Capital at risk.

Travel is back – is there a summer boom coming?

The upcoming Bitcoin halving is one of the most highly anticipated events for Bitcoin, and for the wider crypto asset universe by extension. The halving refers to a 50% cut in the reward that Bitcoin miners receive for validating the blockchain.

As a result, the halving can be understood as a supply shock. This anticipated supply shock, combined with the added demand from the launch of Bitcoin spot ETFs in the US, has the potential to positively impact prices.

In this webinar we will look at:
• Why the halving is a key event in cryptocurrency markets
• The historic impact of previous Bitcoin halvings on the price of Bitcoin
• The potential impact of the Bitcoin halving on cryptocurrency miners

Speakers:
• Bradley Duke, Founder and Chief Strategy Officer at ETC Group
• Hector McNeil, Co-Founder and Co-CEO at HANetf

For professional investors only. Capital at risk.

Bitcoin supply shock: What the halving means for Bitcoin

The Exchange Traded Certificates (ETC) structure has proven popular with European investors over the past two decades, accounting for approximately one-third of all Exchange Traded Products (ETPs) and $90bn of AUM. Traditionally, U.S. firms looking to tap into the European market and globalize their ETP reach would have to go down the UCITS ETF route. While attainable, this has proven a complex, costly, and time-consuming option to market. 

ACA Foreside has partnered with HANetf to offer an exclusive, simple, and straightforward solution for U.S. ETF clients to enter the European ETP market. Join us to learn about this first to market solution and how you can leverage an ETC to gain access to this vital market. 

Speakers:
- Jason Knight, ACA Partner, Distribution Product
- Joe Higgins, ACA Foreside Senior Director, Commercial Lead, Distribution
- Jason Griffin, Director of Capital Markets and Business Development at HANetf

For professional investors only. Capital at risk.

ACA Foreside & HANetf: A European Solution | Access the European Market via ETC

The world is facing a structural shift towards decarbonisation, creating both risk and opportunity that no investor can ignore.

Companies with high associated carbon emissions will be punished by either policy or public opinion. At the same time, the move towards a low-carbon world is disrupting major industries such as energy and transport.
HANetf offers several solutions for reducing carbon exposure risk of investment portfolios as well as thematic ETFs providing exposure to clean energy, critical materials and electric vehicle charging infrastructure.

Join us on May 11 to find out more about decarbonisation solutions for your portfolio.

Speaker: 
• Tom Bailey, Head of Research, HANetf

Carbon and your portfolio: Decarbonisation, transition risk and thematic ETFs

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Carbon and your portfolio: Decarbonisation, transition risk and thematic ETFs

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