Name: Defending against inflation: The case for midstream energy
Start: 2023-10-11T14:00:00Z
End: 2023-10-11T14:00:44.000Z
Location: BrightTALK
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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.

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

Its 31 member states account for over half of global military spending, manpower of over a billion people, and three nuclear-armed powers – it is the longest lasting, and arguably most powerful, alliance in the world.

But recent geopolitical turmoil has stretched its resources. For years, many NATO members were falling short of the 2% of GDP military spending target outlined by the alliance, and the ongoing conflicts of Russia-Ukraine and Israel-Palestine have depleted stockpiles further. This situation must change, and soon.

Last year, HANetf launched Future of Defence UCITS ETF (NATO). The ETF provides exposure to global companies generating revenues from NATO and non-NATO ally defence and cyber defence spending. Its “NATO-screen” aims to ensure that the ETF is focused on responsible geopolitical actors. 

Join our webinar to learn how NATO members are bolstering their military spending and looking to gain the advantage in a new theatre of war – cyber. 

Speakers: 
- Jane Edmondson, Head of Thematic Strategy at VettaFi 
- Tom Bailey, Head of Research at HANetf

For professional investors only. Capital at risk.

NATO is celebrating its 75th anniversary

Clean energy was the top contributor to China’s economic growth in 2023, contributing around 40% of the year-on-year increase in GDP across all sectors. In September 2020, President Xi Jinping announced that the People’s Republic of China will “aim to have CO2 emissions peak before 2030 and achieve carbon neutrality before 2060”.

Topics covered: 
• China being a world-leader in both domestic adoption and manufacture of low carbon technologies.  
• Moving toward a low carbon economy means greater demand for materials such as copper, lithium and uranium.
• China’s imports for these materials is set to grow amidst already growing demand from other countries pursuing decarbonisation.
• HANetf's range of ETFs designed to allow investors to capture this growing demand.

Join HANetf's Jake Coulson as he explores ETF ideas for China’s decarbonisation.

For professional investors only. Capital at risk.

Green China: China's push for decarbonisation

The global ETF industry is growing rapidly, and is showing no signs of slowing down. At the end of November 2023, the global ETF industry had over 10,000 ETFs, and assets of USD$10,704 billion - and we believe this is only the beginning.

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.

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 London Stock Exchange Group, A&L Goodbody, Solactive, Carne and GHCO to discuss the ETF opportunity in the European market and the beginning-to-end process of launching an ETF in Europe.

We will cover:
- European ETF opportunity, including developments in ESG, MIFID II, CSDR
- UCITS regime, legal process & other regulatory considerations such as crypto ETP issuance
- Role of the custodian & administrator in the European market
- Listing and trading ETFs on LSE and cross-listing via the UCITS wrapper
- Tailor-made index solutions for ETFs
- Q&A

Speakers:
- Hetal Patel - Head of Business Development, Exchange Traded Products, London Stock Exchange
- Roxane Sanguinetti - Head of Strategy, GHCO
- Stephen Carson - Head of Asset Management & Investment Funds, A&L Goodbody
- Konrad Sippel - Head of Research, Solactive AG
- Des Fullam - Chief Regulatory & Client Solutions Officer, Carne
- Jason Griffin - Head of Capital Markets, HANetf

For professional investors only. Capital at risk.

How to enter the European UCITS ETF market

Join us for an insightful webinar featuring industry experts Hector McNeil, Co-Founder and Co-CEO of HANetf, and Bradley Duke, Chief Strategy Officer at ETC Group.

The approval of spot price Bitcoin ETF in the US is a major milestone in the evolution of cryptocurrencies. 

With Bitcoin now seeing greater mainstream adoption, the question remains: does crypto truly belong in a diversified portfolio?

Key discussion points:

- Impact of the SEC approval
Discover what the introduction of a spot price Bitcoin ETF means for the future of cryptocurrency and digital asset ETPs. Find out how the spot price Bitcoin ETFs will likely differ from European crypto ETCs.

- Correlation with other asset classes
Uncover the relationship between cryptocurrencies and traditional asset classes. Explore how crypto's correlation dynamics could impact the overall stability of an investment portfolio.

- Impact on returns versus volatility cost
Delve into the trade-off between crypto's potential for high returns and the associated volatility costs. Gain insights into optimising risk-adjusted returns in the ever-evolving landscape of digital assets.

- Optimal allocation strategies
Navigate the complexities of allocating cryptocurrencies within a diversified portfolio. Learn potential strategies to achieve an optimal balance, harnessing the potential of crypto while managing risk effectively.

Don't miss this opportunity to gain a deeper understanding of the role crypto can play in a diversified investment strategy.
 
For professional investors only. Capital at risk.

Can Crypto Enhance Portfolio Returns? | Plus Impact of Spot Bitcoin ETF Approval

As the world races toward net-zero, 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.

Join this webinar to discover:
• The role of copper in electricity grids, electric vehicles (EVs), and renewable energy technologies.
• The current demand-supply imbalance for copper in different net-zero scenarios.
• The performance of copper versus copper miners
• How to gain pureplay exposure to copper demand
• The importance of using an ESG screen when constructing a copper index

Speakers:
• John Ciampaglia, CEO at Sprott
• Tom Bailey, Head of Research at HANetf

For professional investors only. Capital at risk.

Why Copper Matters in the New Energy Landscape

Midstream energy infrastructure companies play a critical role in getting usable energy from North America to demand centers– both domestically and overseas. Investors are increasingly attracted to the space thanks to strong income potential, solid free cash flow generation, and potential growth as the world looks to diversify its energy supplies.

Join our webinar to hear from Stacey Morris, CFA, Head of Energy Research at VettaFi, to discuss:
• The outlook for income from midstream energy companies and positive dividend trends
• The tailwinds provided by free cash flow generation, including buybacks
• How midstream energy can protect against inflation
• What midstream energy is doing to facilitate decarbonisation
• The benefits of diversified midstream exposure 

Speakers:
• Stacey Morris, CFA, Head of Energy Research at VettaFi
• Jake Coulson, Investment Writer, HANetf

For professional investors only. Capital at risk.

Defending against inflation: The case for midstream energy

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Defending against inflation: The case for midstream energy

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