Guy Keller from Tribeca’s Nuclear Energy Opportunities Strategy recently joined CNBC to discuss key developments in uranium market trends and the broader nuclear energy sector. Some notable insights from the discussion: Supply concerns are mounting – Kazakhstan, which...
Simon Brown, Portfolio Manager of the Australian Smaller Companies Fund, featured in the The Australian Financial Review: With the RBA’s expected rate cut, inflation easing is warranted but cuts may be limited by persistent core inflation. Rising consumer confidence...
In a recent interview with Lucijan Valkovic from Triangle Investor, Guy Keller, Portfolio Manager of Nuclear Energy Opportunity Strategy, shared his views about the current state of the uranium and nuclear energy market. The uranium spot market remains highly...
With gold hitting record highs and silver’s role in solar energy strengthening its investment appeal, Tribeca’s Todd Warren explains why he’s increasing exposure to gold, silver, copper, and uranium. Amid market volatility and the global energy transition, these commodities present significant long-term value.