Undervalued UK equities, emerging markets, and trade tariff positioning with Dan Boardman-Weston

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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