Asset TV UK

Markets never sit still, and 2025 is already shaping up to be a year of big moves. Bonds are making a comeback, #AI is shaking up #SustainableInvesting, and #EmergingMarkets are flexing their muscles. So, what does it all mean for investors? 💷 Bonds are back – Dan Ivascyn from PIMCO highlights how high-quality bonds are now outpacing cash, finally offering #FixedIncome investors some real returns. The days of bonds playing second fiddle to equities? They might just be over: https://lnkd.in/eNxuh2My 🌱 Sustainable investing grows up – Sarah Bratton Hughes from American Century Investments breaks down the shift from ‘best-in-class’ #ESG to transition investing. Plus, AI is helping cut through the #Greenwashing —but let’s not ignore the elephant in the room: AI itself is an energy-guzzler: https://lnkd.in/eDMhkKQX 🌏 The rise of emerging markets – Jerry Wu from Polar Capital explains how global trade is shifting, with trade wars adding fresh uncertainty: https://lnkd.in/eqdxfBK5 📢 The full article dives into what this means for investors in 2025. Available now. How are you adapting your investment strategy for the year ahead?

In the ever-evolving #FixedIncome markets, #ActiveManagement offers compelling opportunities for investors 👉 https://lnkd.in/eQBHd5jj PIMCO CIO Core Strategies Mohit Mittal explains our process for building resilient portfolios and the areas we see opportunity to maximize potential total return today.

📢 Live today at 11:00, Asset TV's latest UK Equities Live Masterclass, with experts from Rathbones Asset Management, Polar Capital, and Marlborough. Learning outcomes include: 📈What does UK equity exposure add to a diversified investment portfolio 🏡The outlook for real estate and financials - value and value traps 💳The prospects for the UK consumer and spending patterns Last chance to register before we kick-off at 11:00: https://lnkd.in/eZbHEMkV 🤩 Alexandra Jackson, Georgina Hamilton, and Richard Hallett #ATVMasterclass #Masterclass #UKEquities #Equities #UKEconomy #SpringStatement #Assets #AssetTV #UKStocks #Investing #StockMarket #Finance #WealthManagement

Iain McCombie, co-manager of the Baillie Gifford UK Growth Trust, explores UK growth opportunities, investment trust dynamics and portfolio decisions, highlighting stocks like Auto Trader and AJ Bell in this recent webinar 👉 https://lnkd.in/emFBK6RE

Henry Wilson, CAIA, Partner and MPS Team Head at LGT Wealth Management, joins Sam Rossiter to discuss LGT's views on the US, European and Asian markets 👉 https://lnkd.in/eyAYHdJ5 #LGTWealthManagement #InvestmentInsights #GlobalMarkets #USMarkets #EuropeanMarkets #AsianMarkets #WealthManagement #Finance #MarketTrends #SelectorSpotlight

Are UK stocks approaching a bull market?🐂 🚨Register now for tomorrow's live UK Equities Masterclass to navigate the market with confidence post-Spring Statement: https://lnkd.in/eZbHEMkV 🚨 Join industry experts tomorrow from Marlborough, Polar Capital, and Rathbones Asset Management as they explore the strong investment case for UK equities amid economic uncertainty. 🤩 Alexandra Jackson, Georgina Hamilton, and Richard Hallett. #ATVMasterclass #Masterclass #UKEquities #Equities #UKEconomy #SpringStatement #Assets #AssetTV #UKStocks #Investing #StockMarket #Finance #WealthManagement

PIMCO Group CIO Dan Ivascyn explains why volatility is creating a target-rich environment in #FixedIncome, and how to build a resilient portfolio that capitalizes on opportunities across public and #PrivateMarkets 👉 https://lnkd.in/eswieuJs

Despite challenging prospects for growth in the UK economy, the investment case for UK Equities remains strong. Valuations are cheap, so is now the time to buy?🤔💷 Against the backdrop of the Spring Statement, how can investor portfolios benefit from exposure to the asset class?📈📉 On Wednesday morning, experts from Marlborough, Polar Capital, and Rathbones Asset Management join us in the studio. Be sure to register: https://lnkd.in/eZbHEMkV 🤩 Alexandra Jackson, Georgina Hamilton, and Richard Hallett #ATVMasterclass #Masterclass #UKEquities #Equities #UKEconomy #SpringStatement #Assets #AssetTV #UKStocks #Investing #StockMarket #Finance #WealthManagement

In this Boutiques Connect News, Chelverton Asset Management UK Dividend Trust issues zero dividend preference shares 👉 https://lnkd.in/eXMNVZiE Amati Global Investors sings the praises of gold, Bennbridge #EmergingMarkets fund closes in on a three year track record and Seraphim Space Trust brings out its interim results.

At the end of January, HarbourVest Partners announced three new initiatives – increased share buybacks, a simplified investment structure going forward and a continuation vote in July 2026 👉 https://lnkd.in/eGSWvwA2 Watch as Ed Warner, HarbourVest Global Private Equity (HVPE) Chair, and Richard Hickman, Managing Director HVPE, talk us through how these initiatives will enhance shareholder value.