Nuclear: Global threat or Secular opportunity?

Our current idea is to give a look (and a chance!) at a theme that we have been studying for some time now and that is the generation of energy via alternative sources (other than solar, wind and the almost forgotten hydrogen for the wrong reasons). Back in May we advised clients to look beyond tech stocks by taking a constructive view on the theme by investing in the US utilities sector via five members of the ETF-XLU because we were convinced that the combination of falling rates…