The Nuclear Hedge: A Fiduciary’s Strategy for the Energy Transition
Capturing Asymmetric Upside in a Decarbonizing World
Executive Summary
For long-term capital allocators, the global energy transition creates both profound risks and unprecedented opportunities1. Nuclear energy represents a complex, often misunderstood piece of this puzzle. It is not a binary bet on a single technology, but rather a strategic “hedge”—a non-correlated asset class that offers inflation resis…