Asset TV UK

Trade tensions are rising. Climate volatility is intensifying. And yet—just like the Lionesses at the UEFA Women’s Euro 2025—some teams are proving that a disciplined, long-term strategy can still win. In our latest feature, we bring together perspectives from: 🔹 Ben Dear, CEO of Osmosis Investment Management, on environmental alpha and why modelling action, not ambition, matters 🔹 Neil Birrell, CIO at Premier Miton Investors, on navigating macro uncertainty and where the next “once-in-a-career” property opportunity lies 🔹 Jens Peers, CFA, CIO of Sustainable Equities at Mirova (Natixis Investment Managers), on deglobalisation, grid upgrades, and building resilient portfolios in a tariff-dominated world 🎥 Osmosis: Why Systematic Environmental Alpha Is Having Its Moment: https://lnkd.in/eVTxxVgH 🎥Premier Portfolio Management Service - investment update, July 2025: https://lnkd.in/ee-Ek6QS 🎥 Tariffs, deglobalisation, and Europe's surprise edge for investors: https://lnkd.in/e8pb5K9n #SustainableInvesting #AssetManagement #EnvironmentalAlpha #Deglobalisation #InvestmentStrategy #Lionesses #WomenInFinance #TradePolicy #CarbonEfficiency #InstitutionalInvesting #MacroMarkets

Uncover how macro trends drive agriculture as an asset class 👉 https://lnkd.in/eBZhgaGu Matthew Corbett, Partner, Agriculture at Fiera Comox Partners, reveals their unique investment approach, diversification benefits, and the sector's role as an #Inflation and #ClimateChange hedge.

The so-called 'Turbulent 20s' are living up to their name, with markets swinging wildly between optimism and despair 👉 https://lnkd.in/e55Vi4MK In this Selector Spotlight with Natalie Kenway, Thomas Becket, Co-CIO of Canaccord Wealth, shares how seasoned investors are adapting.

Allianz Co-Lead Portfolio manager Julian Bishop goes head-to-head with James Ashworth, his colleague and Portfolio Manager on The Brunner Investment Trust team, to answer some pertinent investment questions, as well as a couple of offbeat ones 👉 https://lnkd.in/eX_kKYbG

David Robinson, Polar Capital, highlights structural shifts in European defence spending, German fiscal expansion, and supportive ECB policy as key changes driving opportunity👉https://lnkd.in/eh4RiJwZ He explains how these shifts have influenced portfolio allocations, boosting exposure to defence, industrial recovery plays, and rate-sensitive sectors. While geopolitical and political risks remain, David sees upside potential in European mid and small-caps, particularly if consumer confidence begins to recover. #EuropeanMarkets #DefenceSpending #GermanEconomy #ECBPolicy #InvestmentOpportunities

What sets the S&P Global World Index apart when it comes to tracking developed markets around the globe? 👉 https://lnkd.in/eFdaAEcq Explore how extensive coverage, historical consistency, transparency and adaptability are helping global investors make more informed decisions as they seek to uncover opportunities and navigate risks across economic cycles. S&P Dow Jones Indices #Investments #Investors #GlobalMarkets

PIMCO explores how securitized credit strategies offer investors liquid, diversified income opportunities and attractive risk-adjusted return potential👉https://lnkd.in/eZjHtvXz #SecuritizedAssets #DiversifiedIncome #FixedIncome #CreditStrategies #RiskAdjustedReturns

How are indices and data-driven insights helping market participants navigate the evolving #EnergyTransition landscape? 👉 https://lnkd.in/eSmgSamW S&P Dow Jones Indices’ Maya Beyhan and S&P Global Sustainable’s Patil Mesrobian join the CFA Institute’s Jeanette Tawk for a closer look at the expanding toolkit for assessing potential energy transition risks and opportunities.

What’s changed under #ConsumerDuty? 👉 https://lnkd.in/eRwKPpB7 In this insightful video, Simon Morris, Strategic Partnerships Director at Premier Miton Investors, and Sandy McGregor, Director of Policy at Simplybiz, discuss the implications of the FCA’s recent desk-based review on #RetirementIncome, sharing what’s changed and what this means for Advisers, and new ideas for retirement income planning.

Hear from Grover Burthey, Portfolio Manager at PIMCO, and David Crane, Executive Chair of Generate Capital and former Under Secretary for Infrastructure at the U.S. Department of Energy👉 https://lnkd.in/eAQ6KDM5 They discuss key challenges and breakthrough opportunities in energy investing, emerging technologies, and closing critical financing gaps in renewables. #EnergyTransition #CleanEnergy #SustainableInvesting #InfrastructureFinance