Investment Uncut
Investment Uncut is a podcast from Lane Clark & Peacock (LCP) that explores the world of investing and aims to cut through the noise surrounding investment decisions. Hosts Mary Spencer, Laetitia Anstee-Parry and Jacob Shah are joined by guest experts in each episode to discuss themes relevant to investors. The show draws on the perspective of LCP's investment team, which advises large institutional investors such as pension funds managing billions of pounds in assets. New episodes are published every other Wednesday.
Episodes
S8 Ep.4: The quick take on why the October budget may not be that big
What do we actually know so far about Burnhamnomics?
In this Quick Take episode, Jacob, Letty and LCP Partner Anais Caldwell Jones, part of our Macro team, explore what Burnham is going to centre on in the upcoming budget. With some big ideas to tackle inequality and support growth, tight public finances would, however, favour targeted budget measures over sweeping reform. Any market reaction wo
S8 Ep.3: Alex Edmans - How to exploit the madness of markets?
In this episode of Investment Uncut, Jacob and Aaron are joined by Alex Edmans. Alex discusses his recent book 'The Madness of Markets' where he explores the madness that can emerge in financial markets, from striking examples of investor behaviour to the potential for mispricing in today’s fast-moving, large language model race, between higher-cost US providers and Chinese competitors.
We dis
S8 Ep.2: The Quick Take on why gilts are paying such a big yield
Why are government bond yields rising, and what does this mean for investors?
In this episode of The Quick Take , Jacob, Letty and Matt Gibson (LCP's Head of Research) explore why inflation is only part of the story, unpack the term 'premium' and discuss how changing demand from UK pension schemes could be affecting gilt yields. They also consider the legacy of the 2022 mini-budget, whether yiel
S8 Ep.1: Timandra Harkness - When did avoiding risk become a virtue?
We kick off Season 8 of Investment Uncut by speaking to Timandra Harkness - writer, presenter and comedian - and the author of Risk & Responsibility. We discuss Timandra’s recent blog, Dare to Be Free, and explore why risk has become such a defining issue for society, institutions and the pensions industry.
Together, we explore the growing tension between protecting people from harm and giving t
S7 Ep.40: Sam Gray - can you make money in healthcare?
Healthcare is one of the UK's largest and fastest-evolving sectors, driven by an ageing population, technological innovation and growing demand for care. But beyond the headlines, where are the most compelling investment opportunities, and why has healthcare become such an attractive area for private equity?
In this episode, Letty and Aaron are joined by Sam Gray, Portfolio Manager at Apposite C
S7 Ep.39: The Quick Take - What do the FIFA World Cup and global investing have in common?
In this episode of The Quick Take, Aaron and Jacob sit down with LCP's Investment Partner Amlan Roy to unpack the surprising insights from his latest research on the 48 nations competing in the expanded FIFA World Cup. From demographics and education to migration, gender equality, and governance, they explore the hidden forces shaping economic growth — and where the world's next investment oppor
S7 Ep.38: Hitakshi Mehra - can India become the next global growth engine?
India has been one of the world's fastest-growing major economies over the past two decades, but its representation in Emerging Market Indexes has significantly reduced as valuations have been lower and South East Asian countries have seen their markets surge due to their AI Technology Stocks. As global supply chains shift, demographics evolve and economic reforms continue to reshape the country,
S7 Ep.37: The Quick Take on SpaceX IPO, the implications for markets and those that invest
In this episode of The Quick Take, Aaron, Letty and Jacob discuss the launch of the Space X’s IPO. It just shattered records with the largest IPO in history, and the Investment Uncut podcast is breaking down what it means for your portfolio. In just 20 minutes, Aaron and Letty debate whether SpaceX's astronomical valuation is a generational opportunity or a dangerous Fear of Missing Out trap. They
S7 Ep.36: Football - Bart Huby & Jacques Foex: How to run a successful football club?
Most football clubs lose money, yet American investors continue to pour capital into the game. What are they seeing that others are missing? And can data and analytics help turn football clubs from passion projects into viable investment opportunities?
In this episode, we’re joined by LCP’s football analytics experts Bart Huby and Jacques Foex to explore how football is becoming increasingly da
S7 Ep.35: The quick take on closing the gender and ethnicity pension gap
In this episode of The Quick Take, Aaron and Letty discuss new research into the gender and ethnicity pension gap and what women from ethnic minority backgrounds told researchers about retirement saving, financial confidence and pensions. The findings highlight clear barriers around trust, understanding and accessibility, but also point to reasons for optimism, particularly among younger generatio
S7 Ep.34: Matt Lawton - Investing in the blue economy: Is there an opportunity beyond ESG?
The blue economy is rapidly emerging as a major long-term investment theme, spanning everything from offshore energy and shipping to marine infrastructure, aquaculture and coastal resilience. But beyond the sustainability narrative, what are the genuine opportunities for institutional investors?
In this episode, Letty and Jacob are joined by Matt Lawton, Head of Impact Fixed Income at T. Rowe Pr
S7 Ep.33: The quick take on why pension decisions are emotional, not just rational
Financial decisions are often presented as simple exercises in logic. Save more, plan earlier, make better choices. But in reality, our relationship with money is shaped just as much by emotion and what’s happening in our lives rather than spreadsheets and forecasts.
In this episode of The Quick Take, Aaron and Letty are joined by Heidi Allan to explore why emotions, confidence and personal expe
S7 Ep.32: The quick take on AI disruption in the private credit market
Like it or not, AI has the potential to significantly disrupt existing businesses. That’s great if you’re invested in the companies benefiting from that shift. But what if your portfolio is exposed to businesses that could be disrupted by it instead? What’s more, what if you had a portfolio that had a large exposure to that sector?!
In this episode of The Quick Take, Jacob and Letty are joined b
S7 Ep.31: The quick take on Private Credit: cracks or contagion?
Private credit has come under increasing scrutiny in recent months, with headlines pointing to liquidity pressures, fraud cases, and questions around underwriting standards. High-profile situations such as the collapses of First Brands and Tricolor have unsettled markets and raised concerns around systemic risk.
In this episode of the Quick Take, Jacob and Letty are joined by Max Pears, private
S7 Ep.30: Is slugflation the new reality for investors?
Markets have remained resilient despite rising geopolitical tensions but are investors underestimating the risk of stagflation, or even a more prolonged period of “slugflation”? As the Iran conflict evolves, its impact on inflation and growth could create a more challenging backdrop than markets currently reflect.
In this episode of Investment Uncut, we explore with Paul Gibney, LCP investment
S7 Ep.29: Is the Iran war nearing an end and what it means for energy markets and investors?
Energy markets have taken centre stage in driving financial markets and the Iran conflict has been a key catalyst. From oil supply shocks to unexpected market reactions, investors are being forced to rethink how geopolitical risk feeds through into portfolios.
In this episode of Investment Uncut, we speak to our energy expert Sam Hollister and investment partner, John Clements, to unpack what’s
S7 Ep.28: Danny Latham - is the UK uninvestible?
Government says the UK is open for investment - pushing “productive finance”, launching reforms, and pointing to growing interest from overseas pension giants. But does the reality match the rhetoric?
In this episode, we speak to Danny Latham, Partner and Head of Australia & New Zealand at Igneo Infrastructure Partners, to cut through the noise and ask the uncomfortable question: is the UK genui
S7 Ep.27: Quick Take on on what Eurobonds are telling us now
The Eurozone bond market is often treated like a single pool of “Eurobonds”, but in reality, it is a vast and highly fragmented market where politics, fiscal credibility and energy exposure can move spreads just as much as interest rates. Not only that, it has the European Central Bank as a backstop for EU government debt and overarching monetary policy rules for each jurisdiction. So, how do yo
S7 Ep.28: Jeffrey Lin - who are the winners and losers from the AI revolution?
Every technological revolution produces both concentrated fortunes and quiet casualties. The critical question is not whether AI will reshape the economy, but who will capture the economic surplus it creates.
Is this a modern gold rush, where the enduring winners are the suppliers of scarce inputs? Or is it a railway moment, where early capital providers overspend, competition intensifies, and r
S7 Ep.25: The Quick Take on the Collective Defined Contribution (CDC) Market
industry look for new ways to deliver more sustainable and predictable retirement outcomes.
In this episode of the Quick Take, Aaron and Letty are joined by Laun Middleton, Partner at LCP, to explore how CDC works in practice and what lessons can be learned from the Netherlands. We discuss how the UK has taken on board the lessons learned from CDC pensions internationally, in particular how UK C
S7 Ep.24: Pensions UK - supporting UK growth with Ian Connatty and Andy Gregory
“If you look at the structure of the UK market, only around 10% of the venture fund capital comes from pension funds (compared with 70% in the US). Increasing pension fund participation creates a win-win-win: makes more capital available for companies; supports the creation of bigger vehicles for the venture community, and gives pension funds an opportunity to deploy long term capital that can be
S7 Ep.23: Pensions UK - aligning strategy with today’s market environment
“In general, very few geopolitical shocks particularly, conflicts or regime changes, have a meaningful impact on markets over the long term. There are short term issues but from our perspective we think about the bigger picture. We make sure that we are taking a consistent level of risk which generate returns.” Ryan Boothroyd.
In this episode, we explore how to see through the noise of today’s m
S7 Ep.22: Investment Uncut: Pensions UK - Navigating the energy transition with Caroline Lucas and Clay Lambiotte
“When we’ve got situation where around £50bn a year is spent through [pension] tax reliefs ... Given that’s coming from general taxation, I think it’s entirely legitimate that actions are taken that are in line with the general direction of government. And most governments thankfully do want to address the climate and nature crisis.” Caroline Lucas
In this episode, we explore how to navigate th
S7 Ep.21: How can “gender lens” investing benefit economic growth?
What does investing have to do with gender? Potentially more than you think! This week’s episode, in honour of International Women’s Day, focuses on gender-lens investing: what do we mean, what does it look like, what can investors do next and why does it matter to everyone?
We unpick the three strands of gender-lens investing, covering investment for, in and by women, as well as tackling common
S7 Ep.20: The quick take on how to deliver actual productivity gains from AI
Several firms like MIT’s Nanda Lab and BCG have released reports claiming the vast majority of companies have delivered little to no measurable business value from their investments in AI. But what if they’re wrong?
Join us as we speak to LCP’s very own Ed Bonnett, Head of AI, to find out how companies can deliver real efficiencies and productivity gains from AI. We talk about the common early s
S7 Ep.19: Is space a serious investment theme?
Over the past decade, the space industry has undergone a profound transformation. Is space finally becoming a mainstream investment opportunity or is it still a frontier market reserved for the bold?
In this episode of Investment Uncut, we speak with James Bruegger, Co-Founder and CIO of Seraphim Space, the world’s leading specialist SpaceTech investor. Together, we explore the forces reshaping
S7 Ep.18: The quick take on LCP RI survey of investment managers
How are investment managers approaching responsible investment today? Over the past year, there has been plenty of noise from ESG backlash headlines to questions about whether managers are stepping back from their climate and stewardship commitments.
In this episode of Quick Take, we speak with Sapna Patel, Principal at LCP and a member of the responsible investment team, about the findings from
S7 Ep.17: Peter Harris: What can we learn from the next generation of venture capital investors?
Venture capital (“VC”) has had mixed popularity over the years and continues to evolve at pace. We’ve seen a “tale of two cities” both in terms of the AI exposure of start-ups and the size of VC funds over recent years. But where might this go next?
AI impacts not only the types of companies considered by VC investors (and their attractiveness) but is also seeping into the way that venture capit
S7 Ep.16: The quick take on Trump’s foreign policy and what it means for markets
We’ve seen a flurry of activity in US foreign policy since the start of the year, from military involvement in Venezuela to renewed tensions over Greenland, the return of tariffs as a negotiation tool and a sweeping pullback from global institutions.
In this Quick Take episode, Jacob, Mary and I discuss the fast evolving landscape of US foreign policy under President Trump. We unpack how these m
S7 Ep.15: Mick Grady - what to look out for in 2026?
As we head into 2026, the macro backdrop is shifting again. Growth surprised on the upside last year, particularly in the US. But is that strength sustainable, or are we heading into a more uneven world with widening gaps between the US, Europe and emerging markets?
S7 Ep.14: The quick take on AI in healthcare
Healthcare is under growing pressure from ageing populations, chronic disease, workforce shortages, and administrative burdens. AI is often presented as a solution in the healthcare system, the reality is more nuanced.
In this episode of the Quick Take, we speak with Ben Bray, Partner at LCP Health, to explore how AI is being used in healthcare today, what that means from an investment perspecti
S7 Ep.13: Martin Lau & Ziqi Deng: why be pragmatic on China despite its historic ‘uninvestable’ tag?
In this episode, we speak to Martin Lau and Ziqi Deng of FSSA investment managers to find out. We discuss the impact of AI advances on future earnings, whether monetary policy changes are a material development and China’s anti-involution policy.
S7 Ep.12: The quick take on pension schemes – liability or asset?
Are we at a watershed moment in UK PLC’s attitude towards pensions? Will pension schemes start to be seen as an asset, instead of a liability to be managed?
In this Quick Take episode, we’re joined by LCP Partners Steve Hodder and David Fairs to discuss a first-of-its-kind transaction, where Aberdeen Group has taken over as sponsoring employer of the £1.2bn Stagecoach Group Pension Scheme (a DB
S7 Ep.11: Tony Davidow - is the illiquidity premium still justified?
The illiquidity premium (the extra return investors seek for locking up capital in private markets) has long been a cornerstone of alternative investing. But with rising interest rates, massive inflows into private markets, and evolving macro conditions, how reliable is this premium today, and how should investors think about capturing it?
In this episode of Investment Uncut, we speak to Tony Da
S7 Ep.10: The quick take on unlocking value in secondary market transactions
What happens when investors suddenly find themselves holding far more illiquid assets than they ever planned?
Join us as we speak to James Fermont (Partner and senior member of LCP’s Illiquid Asset Solutions Group) to explore how to unlock value in secondary market transactions. From liquidity workarounds to broker-led sales, online platforms and direct deals, we examine the practical routes to
S7 Ep.9: Chris Watling - are commodities the missing piece in today’s portfolios?
Commodity markets (from oil and gas to metals and agriculture) have been on a rollercoaster in recent years, driven by shifting inflation dynamics, geopolitics, and changing investor sentiment. With so much flux, can commodities still serve as an effective diversifier in a global portfolio?
In this episode of investment uncut, we speak to Chris Watling, CEO and Chief Market Strategist at Longvie
S7 Ep.8: The quick take on the UK Autumn Budget 2025
The UK Autumn Budget 2025 – one of the most highly anticipated Budgets in recent history. Speculation has been building (even the government getting involved) around tax changes, and of course the “will they won’t they” on breaking the manifesto.
In this episode of The Quick Take, we unpick what could happen and what that might mean, ahead of the day itself. And who better to help, but former pen
S7 Ep.7: Chris Dodwell - what’s next in the fight against climate change?
Climate change has been an increasingly hot topic (pun intended) in recent years, yet its direction isn’t always clear. Different world leaders take different stances and at times there is an unclear balance between the actions of governments, regulators and investor groups.
Chris Dodwell, Head of Policy and Advocacy at Impax Asset Management, helps us understand what to expect from COP30*, but
S7 Ep.6: The quick take on how tariffs have changed the global economy six months on
Six months on from “Liberation Day” and with tariffs still six times higher than at the start of the year, how has the global economy responded and what happens next?
Initially billed as a way to rebuild supply chains, bring manufacturing back onshore, and reduce US dependence on imports, the reality has proven more complex. In this episode of The Quick Take, we speak to Anais Caldwell-Jones (Pr
S7 Ep.5: Jeremy Rogers - can you really do well by doing good?
Impact investing has rapidly moved up the policy agenda – with the Better Futures Fund, the Mansion House compact and renewed questions around fiduciary duty all signalling that finance can no longer ignore social outcomes. But what does it actually mean to invest for both financial return and societal benefit – and can those aims truly align rather than trade off?
S7 Ep.4: The quick take on alternative credit ideas
For this episode of The Quick Take, we’re exploring one of the big questions investors are asking right now: What are the best alternative credit ideas when headline spreads are tight? Credit spreads are currently at historically low levels, making it harder for investors to be adequately compensated for risk. While many have turned to asset-backed securities for better yield (which we still like)
S7 Ep.3: Howard Marks: what do you buy when (almost) nothing looks attractive?
Market valuations on major asset classes are at historically high levels. But does that mean we’ve reached the point where nothing is attractive? And if we’re at that point, how should we think about constructing an investment portfolio?
Howard Marks is ideally placed to help our listeners grapple with these questions – he’s been investing since 1969 and at the helm of Oaktree Capital since it b
S7 Ep. 2: The quick take on equity market concentration
Welcome to a brand new type of episode from us here at Investment Uncut. This is The Quick Take: our bitesize episodes where we discuss recent market events, topical issues and share our expert opinion on what long-term investors should be thinking about in response.
For our inaugural episode, we’re diving into a pressing topic: the growing concentration in global equity markets – has this risk
S7 Ep.1: Kevin Patterson: Are pharma’s short-term pains a long-term opportunity?
Would you put pharmaceuticals on your buy list today? The sector is under pressure: revenues from COVID products are collapsing, the US administration is pushing for lower drug prices, and major players are cutting jobs amid rising competition.
Yet could this turbulence mark a compelling entry point for long-term investors? Kevin Patterson, US Access Solutions lead in LCP’s Health Analytics prac
S6 Ep.24: Alex Edmans: Why do smart people make bad financial decisions?
In our last episode of Season 6, we speak to author and London Business School Professor Alex Edmans about his book “May contain lies”. We discuss Alex’s focus on bringing his research to practitioners so that it has real world impact, with writing books being one way to achieve this. May Contain Lies is about misinformation, which Alex first reached through his work on sustainable finance (the to
S6 Ep.23: Markets, MAGA and Megatrends
In this episode, we bring you the highlights from our Investment conference: Markets, MAGA and Megatrends. Covering topics such as:
- Macro-economics, geopolitics and deglobalisation
- Strategic asset allocation powered by demographics
- How does USS, one of the UK’s largest pension funds integrates climate and demographics into its investment strategy
- Investing in the energy transition
We cha
S6 Ep.22: Duncan Johnson: Should institutions invest in the UK’s high growth science & technology ecosystem?
In this episode of Investment Uncut, we speak to Duncan Johnson (Chief Executive at Northern Gritstone) to delve into the UK’s high growth science and technology ecosystem. We explore why the UK is a global leader in this space, the types of companies attracting investment, and how to assess these opportunities that are on the cutting edge of science for which markets may not exist yet!
S6 Ep.21: Alison Savas: From Alphabet to AI - how do you actually pick what to invest in?
If you’re trying to outperform the market, how do you actually decide where to invest? And what about areas like AI where the future is highly uncertain? And there’s risks too – how do you ensure you’re paying a fair price given the risks you’re exposed to?
To answer these questions, we step into the mind of an equity manager. We’re talking to Alison Savas, Investment Director at Antipodes, to
S6 Ep.20: Andy Howard - what could an ESG rollback in the US mean for European investors?
S6 Ep.20: Andy Howard - what could an ESG rollback in the US mean for European investors? by Lane Clark & Peacock
S6 Ep.19: Libby Cantrill – What do Trump’s first 100 days (take 2) tell us?
What is achieved in the first 100 days of presidency are often seen as an indication of a President’s success or failure. Trump’s first 100 days (2.0) ended on 29 April, and he had certainly been busy. In this episode we review what’s happened so far, but mainly we focus on what might happen next.
We were delighted to interview PIMCO’s Head of Public Policy, Libby Cantrill, for this episode. Li
S6 Ep.18: Jenny Harbord: Is affordable housing the next frontier for institutional investment?
In this episode, we speak with Jenny Harbord, Head of Real Assets at LCP to explore the UK affordable housing market and why institutional investors are increasingly drawn to this sector. For our Views from the Boardroom section, Jacob speaks to Sarah Smart (Chair at TPR) to talk about the challenges and opportunities facing the pension scheme industry.
S6 Ep.17: Robbie Mitchnick: How has the crypto landscape changed?
The cryptocurrency market has seen significant highs and lows over the years. In this episode, we break down the fundamentals of cryptocurrency, the current state of the crypto industry, factors driving its growth and volatility, and the increasing institutional adoption.
S6 Ep.16: PLSA Investment Conference Day 3
Recorded for the PLSA investment conference 2025. Today we cover day 3 of the conference, with interviews from:
Professor Mike Berners-Lee - Climate Researcher and Author - The Future's Bright: What the Green Transition Means for Investors
Karen Ward - Chief Market Strategist EMEA at JP Morgan Asset Management - The Global Economy: Stabilising Investments in Times of Instability
Pav Sharma -
S6 Ep.15: PLSA Investment Conference Day 2 part II
Recorded for the PLSA investment conference 2025. Today we continue to cover day 2 of the conference, with interviews from:
John Clements and Leandros Kalisperas – Partner at LCP and CIO and the British Business Bank respectively - How Asset Owners Can Engage Effectively with Fossil Fuel Companies
Stephen Budge – Partner at LCP - Solved: The Challenges of Investing in Venture Capital
Barnaby
S6 Ep.14: PLSA Investment Conference Day 2 part I
Recorded for the PLSA investment conference 2025. Today we cover day 2 of the conference, with interviews from:
Shalin Bhagwan - Chief Actuary at the Pension Protection Fund - Could DB Schemes Invest More in Productive Assets?
James Coke - Head of Institutional UK Real Estate at Columbia Threadneedle - Unloved, Undervalued and Misunderstood: The Productive Finance Asset No-one is Talking About
S6 Ep.13: PLSA Investment Conference Day 1
We are building on the success of last year and are taking Investment Uncut on the road again, recording for the Pension and Lifetime Savings Association (PLSA) Investment Conference 2025 this week! If you’re attending the conference, we look forward to seeing you there.
Today we cover day 1 of the conference, with interviews from: Laura Myers, Ed Bussey, David Rosenberg, Tim Dougall and Matthew
S6 Ep.12: Michael Ambery: Should UK pensions go down under?
Australia’s superannuation system is often hailed as a global success story, but what can UK pension schemes learn from it? With growing regulatory pressures, consolidation trends, and a shifting investment landscape, are there lessons from down under that could help shape the future of UK pensions?
In this episode, we speak with Michael Ambery of Standard Life to explore how Australia’s superfu
S6 Ep.11: Paul Rissman: Will the green transition increase inequality?
What if the green transition – meant to save the planet – ends up making inequality worse?
We often think of climate action as a universal good, but the reality is more complex. The shift to a low-carbon economy is set to create winners and losers, not just between industries, but within societies. So, who bears the cost? And how can institutional investors, ensure that tackling climate change d
S6 Ep.10: Sir Paul Collier: Why doesn’t the Treasury learn from its mistakes?
In this episode, we speak to Paul Collier (Professor of Economics and Public Policy at the Blavatnik School of Government at the University of Oxford) on the subject of his latest book “Left Behind”. We explore the economic divides reshaping societies, why certain places have been left behind and what policymakers, regulators and investors do to help these communities catch up.
S6 Ep.9: David Page: What should investors be looking out for in 2025?
As we head into 2025, the economic landscape is shifting. In this episode, we break down the key macroeconomic themes shaping the year ahead. What does the growth trajectory look like amidst evolving global challenges? Will interest rates finally stabilise, or is more turbulence ahead? Inflation remains a pressing concern—are central banks winning the fight, or are we facing a new normal?
S6 Ep.8: Happiness economics with Professor Lord Richard Layard
Are you happy? Do you think you’re happier than you were 20 years ago? Or, put a different way, why aren’t you happier despite living in one of the wealthiest periods in history?
Three simple questions, but all of them have complicated answers. So how do we start to unpick this?
In this episode, we dive into the world of happiness economics with Professor Lord Richard Layard. We explore th
S6 Ep.7: Net zero investing with Border to Coast
This week we are joined by two guests from the Border to Coast Pensions Partnership: Tim Manuel, Head of Responsible Investment and Teju Akande, Climate Change Manager.
Before speaking to Tim and Teju, we also speak to LCP Partner Clay Lambiotte. We hear about how sovereign wealth funds are thinking about their investments, the recent conference Clay attended in Oman (where Elon Musk was the key
S6 Ep.6: Gen Z Investing
In this episode, we speak to our very own Gen Z representative, Koko Lotharukpong, about how Gen Z investors will shape the future of investing! Before talking to Koko, we also speak to Michelle Thompson-Dolberry, Chief Diversity Equity and Inclusion Officer at MFS. She explains how, when DEI is done well, it makes things better for everyone.
S6 Ep.5: The impact of the US election on investors with Paul Gibney
Elections can represent big shifts in political power that alter a nation's direction and economic policies, which influences investor sentiment and market returns. And we’ve arguably gone through the biggest election so far this year!
So, what is the impact on investors of the US election result? In this episode, we’re joined by Paul Gibney (Head of Macroeconomic research at LCP) to discuss the
S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik
In this episode, we question the limits of modern portfolio theory with Jon Lukomnik, co-author of Moving Beyond Modern Portfolio Theory and credited by Forbes as a pioneer of modern corporate governance. We challenge a cornerstone of finance and whether it is fit for purpose in today’s complex and interconnected world.
S6 Ep.3: Investing in the energy transition with Sam Hollister
In this week’s episode, we chat to Sam Hollister, Head of Energy and Policy at LCP Delta, on investing in the energy transition. Before we interview Sam, Jacob talks to Sarah Leslie, Professional Trustee at NDapt for our ‘Views from the Boardroom’ segment.
S6 Ep.2: Reimagining your portfolio with Steve Hodder
Steve Hodder, Partner at LCP, joins the hosts this week to chat reimagining your portfolio. Before we interview Steve, Laasya talks to Surendra Ravikumar, Analyst at LCP, on his new blog looking at deflation as a systemic risk and what the impact could be on defined benefit pension schemes.
S6 Ep.1: Turning Turbulence into Tailwinds: An LCP Investment Conference
In this episode, we bring you the highlights from our Investment Conference: Turning Turbulence into Tailwinds. Covering topics such as geopolitical instability, transition resources, the US election, purposeful investing, private markets and even astropolitics! We chat to guests and speakers to bring you the highlights of the conference, their key takeaways and new investment ideas.
S6: A Sneak Peek
In this preview, Jacob and Laasya set out what listeners can look forward to in the coming season: from markets, to elections, to Gen Z trends and even how to invest in a way that makes you happy… it’s going to be a great season full of exciting topics!
S5 Ep.22: Challenging Assumptions with Charlotte O Leary
In our final episode of the series, Jacob Shah and Laasya Shekaran speak to Charlotte O’Leary, CEO of Pensions for Purpose. She gives us a great insight into the assumptions we currently make in the world of investing that we need to challenge.
Before this discussion, we reflect on our highlights over the series so far – discussing some of our favourite topics that were covered. We also have
S5 Ep.21: Investing for the 22nd century
In this week’s episode Jacob Shah and Laasya Shekaran are joined by two guests: Emma Hunt, head of Responsible Investment at HSBC Bank Pensions Trust and Stephen Barrie, Deputy Chief Responsible Investment Officer at the Church of England Pensions Board. Both guests give us a great insight into how long-term asset owners are thinking about systemic risks and universal ownership.
S5 Ep.20: Tail risk strategies with Joel Hartley
In this week’s episode, Jacob Shah chats to Joel Hartley, Partner at LCP, on tail risk strategies. Before we interview Joel, Jacob also talks to Steve Webb, Partner at LCP, to get his insights on how the new Labour government might want to influence how pension schemes invest in the UK.
S5 Ep.19: Financial coaching with Catherine Thomas-Humphreys from Maji
In this week’s episode, Jacob Shah and Laasya Shekaran chat to Catherine Thomas-Humphreys, financial coach at Maji. With Catherine we learn what financial coaching is, the benefits of financial coaching and some tips that listeners can use on their own financial journeys.
S5 Ep.18: Bubbles and Rates with Torsten Sløk – Part II
In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.
S5 Ep.17: Bubbles and Rates with Torsten Sløk – Part I
In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.
S5 Ep.16: Black Women in Asset Management with Jackie James
In this week’s episode, Jacob Shah and Laasya Shekaran chat to Jackie James, co-founder and direction of Black Women in Asset Management. With Jackie, we talk about the landscape for Black women in asset management and the work that she and others are doing to improve diversity, equity and inclusion in the industry.
Before we interview Jackie, Laasya interviews Sapna Patel, Principal at LCP. T
S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker
In this week’s episode, Jacob Shah and Laasya Shekaran chat to Andy Blocker, Global Head of Public Policy and Strategic Partnerships at Invesco. With Andy, we get the update from Washington on the key political and policy issues ahead of the US elections in November 2024.
Before this Jacob talks to James Candia, Consultant at LCP, on the space economy. We find out what it is, what’s new about inv
S5 Ep.14: Using ethnographic research to capture growth opportunities in emerging markets
In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging markets with Tassos Stassopoulos, Founder, Managing Partner and CIO at Trinetra.
S5 Ep.13: Invisible Women
In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran get together to discuss Caroline Criado-Perez’s Invisible Women. They also chat about the importance of investors taking a long-term view with David Archer, Client Director at ZEDRA Governance.
S5 Ep.12: Election forecasts with Kelly Beaver
In this week’s episode, Mary Spencer and Jacob Shah discuss election forecasts and keeping your finger on the pulse of society with Kelly Beaver, CEO at IPSOS.
Before we interview Kelly, we also welcome back fellow co-host Laasya Shekaran from her three-month sabbatical. Laasya gives us her highlights from her trip, the biggest surprises and what she is most looking forward to now she’s home.
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