Uranium, the gold custody and the Magnificent 8 Indians, 3 themes that will define the markets according to Roberta Basili
29 SEPT, 2025
The rapid evolution of European financial markets requires investors to look beyond traditional performance drivers and explore new sectors and global trends.
In this context, Roberta Basili, Southern Europe Sales Manager at HANetf, proposes a reflection on three themes destined to play a decisive role in the markets in the coming years:
The first concerns uranium, destined to become a central resource in the path towards a more sustainable energy future. The second theme concerns new dynamics in the custody of gold, a historical asset of protection and diversification that is undergoing significant transformations in the way it is held and managed. Finally, Basili analyzes the rise of the so-called "Magnificent 8" of India, eight emerging companies that are driving innovation and growth in one of the world's most dynamic markets.
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NUCLEAR
- 00:52 - What, in your opinion, is the most evident sign that we are facing a real structural change in the global energy mix?
- 03:28 - The recent attack on Iranian nuclear sites has reignited attention on the issue of energy security. How does this event influence investors' perception of uranium?
- 04:27 - After years of underinvestment, the supply of uranium is now very rigid. What are the immediate implications for investors?
- 06:10 - The increase in demand and the rigidity of the supply open a window of opportunity. What do you think are the most efficient ways to have exposure to the sector?
GOLD
- 09:16 - Today the central question seems to be: where is that gold. Why has localization become so important?
- 10:39 - How important is it today not only to own gold, but also to diversify the custody?
- 12:20 - The Royal Mint Responsibly Sourced Physical Gold ETC offers an alternative outside the traditional financial system. What are the main advantages of this approach?
- 14:04 - One of the recurring themes is that of traceability. How important is it today for a professional investor to know the origin of the gold?
TECHNOLOGY
- 15:46 - In recent years we have seen the dominance of the “Magnificent 7” from the United States. What makes India - and its "Magnificent 8" - such an interesting new frontier for global investors today?
- 18:18 - From the perspective of the European investor, what are the strategic advantages in exposure to Indian tech compared to the big American or Chinese ones?
- 20:34 - India, unlike China, seems to have a more favorable approach to foreign investments in the technology sector. How much does this affect India's attractiveness for asset managers?
