Nicolas Piquard: The Lowdown on Uranium, Lithium & Carbon

Nicolas Piquard, Vice-President & Portfolio Manager with Horizons ETFs Canada, joined us to talk about the significance of accessing three key commodity-focused sectors and asset classes in the context of today's global "low-carbon" ambitions. The biggest challenge for investors in 2022 is reconciling the need for diversification, largely in allocating more portfolio exposure to commodities and hard assets, with the fact that many of these sectors and asset classes are not aligned with responsible investing. In this episode we explore the much-debated commodities that are expected to play a significant role in defining energy, consumption, industrial production - sectors and asset classes that could benefit from inflation, while offering exposure to the longer-term trends in renewable energy and carbon emission reduction. We get into the nuts and bolts of how investors can more effectively align themselves with inflation using commodity-focused thematic strategies focused on the potential long term drivers of return in Uranium, Lithium, Carbon and Carbon Credits. ========================= Where to find Nicolas Piquard: ========================= Nicolas Piquard on Linkedin ETFs discussed: HURA - Horizons Global Uranium Index ETF HLIT - Horizons Global Lithium Producers Index ETF CARB - Carbon Credits ETF =============================== Where to find the Raise Your Average crew: =============================== ReSolve Asset Management ReSolve Asset Management Blog Mike Philbrick on Linkedin Rodrigo Gordillo on Linkedin Adam Butler on Linkedin Pierre Daillie on Linkedin Joseph Lamanna on Linkedin AdvisorAnalyst.com   Copyright © AdvisorAnalyst.com