For years, nuclear energy has been a polarising topic - hailed as a clean energy solution by some and dismissed as too complex and controversial by others. But as energy security, decarbonisation, and the exponential power demands of AI come to the forefront, the investment case for uranium is stronger than ever. In this episode of The Astute Investor Podcast, Amanda MacDonald from LGT Crestone sits down with Guy Keller, Portfolio Manager at Tribeca Partners, to explore why nuclear energy is experiencing a global renaissance, what’s driving uranium markets, and how investors can position themselves in this rapidly evolving sector.
