Cameco: The Safest Way To Play Nuclear, Even At A Premium

Nuclear energy is no longer just a speculative topic, as it has long been. I'm convinced that a real race for supply chains is taking shape. We could soon see a significant increase in long-term contractsI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and rea ...