I am positive regarding uranium, but I’m shifting my investment strategy. While my opinion of uranium remains unchanged (in fact, I believe it has grown stronger), what has shifted is how I chooseI’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 real-time p ...