“We’ve seen globally a big shift in energy transition and ESG investors like Blackstone and BlackRock talking about nuclear’s role in providing the electricity that is going to be required for the Western world – it will be needed to decarbonise transport and industry...
Investors are optimistic about significant gains in uranium stocks if Australia's Coalition's nuclear power plan progresses. The plan includes building seven reactors by 2035, potentially boosting the value of the country's largest uranium developer nearly threefold....
In the summer of 2021, John Stover, Portfolio Manager of Tribeca Asia Credit Fund, identified early signs of trouble in China's property sector, particularly with Evergrande, one of its largest developers. As concerns grew, Stover swiftly reduced the fund's exposure...
Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, highlights the significant investment potential in data centres and nuclear energy, driven by the rising demand for AI technologies. He emphasizes that AI-driven data centres require...
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