Geopolitical uncertainty is no longer episodic – it is becoming entrenched.
As security guarantees grow less predictable, investors are intensifying their focus on supply chains, energy systems and defence priorities at a regional level.
In this upcoming webinar, HANetf brings together insights from its latest Thematic & Active Review to examine how this evolving backdrop is reinforcing demand for assets linked to scarcity, resilience, and strategic autonomy.
Drawing on research, survey data, and expert commentary from The Royal Mint, Sprott Asset Management and VettaFi, the session will explore why capital continues to gravitate toward hard assets and strategic industries, and how investors are accessing these exposures through ETFs and ETCs.
Focus topics:
- Gold: a potential safe haven in an increasingly fragmented global system
- Uranium and copper: critical commodities underpinning energy security and electrification
- Defence: a strategic response to sustained geopolitical tension and rearmament
- European autonomy: policy-driven efforts to strengthen security, energy, supply chains, and industrial resilience
Speakers:
- Axel Belorde, Head of BD EMEA & Asia, VettaFi
- Jacob White, Director, ETF Product Management, Sprott
- Stuart O'Reilly, Market Insights Manager, The Royal Mint
- Moderated by: Jake Coulson, Investment Writer, HANetf
Register now!
For professional investors only. Capital at risk.