The UK Investor Magazine was delighted to welcome Dan Boardman-Weston, CEO of BRI Wealth Management, back to the podcast for an insightful conversation about UK equities, trade tariffs, interest rates, emerging markets, and asset allocation considerations for the rest of 2025.

This podcast explored the current global economic landscape and investment strategies for the second half of the year.

The discussion focused on the outlook for global growth and its impact on market sentiment, with a particular emphasis on the emerging concept of “resilience” in European and emerging markets.

The conversation examined the concentration risk posed by the “Magnificent Seven” tech stocks dominating US equity gains and explored the need for diversification in a concentrated market environment.

We address immediate market concerns around the upcoming US tariff deadline on July 9th and how clients are positioning their portfolios accordingly.

Dan outlines the potential implications of tariffs on US inflation and whether this could undermine the Federal Reserve’s traditional monetary policy effectiveness and credibility in meeting its dual mandate.

The conversation concluded with recommendations on asset allocation shifts, geographical diversification strategies, and sector-specific opportunities.

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The UK Investor Magazine was delighted to welcome Christian Marston, COO of Altilium, to delve into the UK clean tech’s specialist EV recycling process and the opportunity for investors.

Explore Altilium on Republic here.

Altilium is a UK clean technology company that recycles old EV batteries into sustainable battery materials, supporting Britain’s transition to net-zero emissions. The firm aims to create a circular economy by recovering critical minerals like lithium, nickel, and graphite from waste streams rather than mining new resources.

Having won investment from SQM, the world’s largest lithium producer, Altilium is gaining the attention of industry leaders and is preparing for the next phase of its journey.

Their EcoCathode™ Process

Altilium’s proprietary green recycling technology transforms used EV batteries and manufacturing waste into high-purity materials needed for new battery production. The process achieves 95% recovery of critical minerals, 99% recovery of graphite, and produces 24% lower emissions compared to conventional recycling methods.

By 2040, the company projects that UK battery recycling could supply half the critical minerals needed for domestic EV production, reducing import dependence and strengthening energy security whilst decarbonising the automotive supply chain.

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