Investment Uncut

By Lane Clark & Peacock

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Subscribers: 3
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Episodes: 156

Description

Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laasya Shekaran and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every other Wednesday.

Episode Date
S5 Ep.13: Invisible Women
Apr 10, 2024
S5 Ep.12: Election forecasts with Kelly Beaver
Mar 27, 2024
S5 Ep.11: Cycles and Swims with Peter Oppenheimer
Mar 13, 2024
Investment Uncut: PLSA Investment Conference Day 3 & Final Thoughts
Mar 06, 2024
Investment Uncut: PLSA Investment Conference 2024 | Day 2
Feb 29, 2024
Investment Uncut: PLSA Conference 2024 | Day 1
Feb 28, 2024
Investment Uncut: PLSA Investment Conference 2024
Feb 26, 2024
S5 Ep.10: Health Economics with Sreeram Ramagopalan
Feb 13, 2024
S5 Ep9 Insurance-Linked Securities with David Garcia
Jan 31, 2024
S5 Ep.8 Systemic risk in the financial sector with David Aikman
Jan 17, 2024
S5 Ep.7 Doughnut Economics
Jan 03, 2024
S5 Ep.6 China versus India with Claire Peck & Amit Mehta
Dec 13, 2023
S5 Ep.5 COP 28 and the important role of investors
Nov 29, 2023
S5 Ep.4 Residential property with Lucian Cook
Nov 01, 2023
S5 Ep. 3 Energy transition through a policy lens with Josh Buckland
Oct 18, 2023
S5 Ep.2 Dynamic demographics with Amlan Roy
Oct 04, 2023
S5 Ep.1 In the room where it happened
Sep 20, 2023
Season 4 Ep. 25 The Opportunity Index with Gavin Lewis
Jul 26, 2023
S4 Ep. 24 Bringing growth back to the UK, with the Lord Mayor of London
Jul 19, 2023
S4 Ep. 23 - Mansion House - DB call for evidence
Jul 11, 2023
S4 Ep. 22 Making responsible investment make sense with Adam Matthews
Jul 05, 2023
S4 Ep.21 Statistics in the real world with David Spiegelhalter
Jun 28, 2023
S4 Ep. 20 Stewardship and electric bikes with Helen Price
Jun 21, 2023
Investment Uncut on the road - the last word
Jun 12, 2023
Investment Uncut on the road - PLSA day two
Jun 08, 2023
Investment Uncut on the road - PLSA day one
Jun 07, 2023
Investment Uncut on the road - the PLSA preview
Jun 01, 2023
S4 Ep.19 With style: a factor investing deep dive
May 17, 2023
S4 Ep.18 Natural Capital with John Gilleland
May 03, 2023
S4 Ep. 17 - Human rights and your portfolio
Apr 19, 2023
S4 Ep.16 Re-imagining a fairer financial system with Delilah Rothenberg
Apr 05, 2023
Investment Uncut special: The wanderer returns
Mar 30, 2023
S4 Ep. 15 Leadership with Langley Sharp
Mar 22, 2023
S4 Ep.14 Credit where its due with Jeff Boswell
Mar 08, 2023
S4 Ep. 13 China: biases and narratives with Jason Hsu
Feb 22, 2023
S4 Ep. 12 Health in the UK with Stuart McDonald
Feb 08, 2023
S4 Ep. 11 The DB Pensions Buy-out Boom
Jan 25, 2023
S4 Ep.10 - Why Investors should be better quitters with Annie Duke
Jan 11, 2023
S4 Ep. 9 Expected Returns with Antti Ilmanen
Dec 19, 2022
S4 Ep. 8 The Intelligent Fund Investor with Joe Wiggins
Dec 07, 2022
S4 EP. 7 World Cup special
Dec 01, 2022
S4 Ep.6 How to decide when the stakes are high with Chris Martin
Nov 23, 2022
S4 Ep. 5 The big rate rise cycle with Karen Ward
Nov 10, 2022
S4 Ep.4 Gilts, LDI, DB Pensions and what’s next
Oct 27, 2022
S4 Ep. 3 The Future of Infrastructure with James Baldwin
Oct 19, 2022
S4 Ep.2 The Future of Energy with Andy Bradley
Oct 05, 2022
S4 Ep. 1 Inflation Nation
Sep 20, 2022
S3 Ep.43 Summer 2022 Wrap
Jul 20, 2022
S3 Ep. 42 Portfolio for the Future with John L Bowman
Jul 13, 2022
S3 Ep. 41 Multiples are not valuation with Michael Mauboussin
Jul 06, 2022
S3 Ep. 40 Emergency pod: what pension schemes are doing in higher interest rates
Jun 29, 2022
S3 Ep. 39 Asset manager diversity: the stats are in
Jun 22, 2022
S3 Ep. 38 Joy at work with Rebecca Newton
Jun 15, 2022
S3 Ep.37 Grow the pie with Alex Edmans
Jun 08, 2022
S3 Ep.36 Whistlestop tour of the LCP Strategic Portfolio
Jun 01, 2022
S3 Ep.35 GROW your decisions with Naomi L'Estrange
May 25, 2022
S3 Ep. 34 In the mind of the media with Charlotte Moore
May 18, 2022
S3 Ep. 33 The fundamentals of fund research with Deb Clarke
May 11, 2022
S3 Ep. 32 Tour de Real Assets with Andy Jacobson
May 04, 2022
S3 Ep. 31 Microaggressions with Mawa Turay
Apr 27, 2022
S3 Ep. 30 Behind every passive return sits an active investor
Apr 20, 2022
S3 Ep. 29 Inconvenient truths about private equity with Ludovic Phalippou
Apr 13, 2022
S3 Ep. 28 It’s not about “what”, but “so what” with Graham Jung
Apr 06, 2022
S3 Ep. 27 What we’ve learnt from (almost) 100 episodes
Mar 30, 2022
S3 Ep. 26 Risk revisited with Allison Schrager
Mar 23, 2022
S3 Ep. 25 The battery era
Mar 16, 2022
S3 Ep. 24 #BreakTheBias with Jessica Clark
Mar 09, 2022
S3 Ep. 23 The best and worst of times to be an investor with Joe Wiggins
Mar 02, 2022
S3 Ep. 22 Book club: Trillions with Robin Wigglesworth
Feb 23, 2022
S3 Ep.21 What you need to know about the new governance single code
Feb 16, 2022
S3 Ep. 20 Vote like an owner with Sonia Hierzig
Feb 09, 2022
S3 Ep.19 Guidance in the age of responsibility with Tom McPhail
Feb 02, 2022
S3 Ep.18 The Power of stories with Stacy Havener
Jan 25, 2022
S3 Ep.17 How to do meetings with Robert Thomas
Jan 19, 2022
S3 Ep. 16 The 2022 forecast of forecasts
Jan 12, 2022
S3 Ep. 15 The 2021 wrap
Dec 21, 2021
S3 Ep.14 The one about China with Chris Kushlis
Dec 15, 2021
S3 Ep.13 FYI with Maria Nazarova-Doyle
Dec 08, 2021
S3 Ep. 12 A new inflation era with Jon Camfield
Dec 01, 2021
S3 EP. 11 Dawn of a new interest rate cycle with Karen Ward
Nov 24, 2021
S3 Ep. 10 The COP26 debrief with Jason Mitchell
Nov 18, 2021
S3 Ep.9 From Bitcoin to Britcoin
Nov 10, 2021
S3 Ep.8 The future of inclusion
Nov 03, 2021
S3 Ep. 7 Bubbles, Quants and Value
Oct 28, 2021
S3 Ep. 6 The Great British investment chat
Oct 19, 2021
S3 Ep. 5 African institutional investors with Norbert Fullerton
Oct 13, 2021
S3 Ep.4 - Impact with Karen Shackleton
Oct 06, 2021
S3 Ep. 3 - Inside GB's power market with Rajiv Gogna
Sep 29, 2021
S3 Ep.2 - The tip of the iceberg
Sep 22, 2021
S3 Ep. 1 - Back to School Buzz
Sep 15, 2021
S2 Ep. 44 - Invest Like a DC scheme with Mark Thompson
Jul 21, 2021
S2 Ep. 43 - Invest Like an Endowment with Victoria Sant
Jul 14, 2021
S2 Ep. 42 - The Great European Reset
Jul 07, 2021
S2 Ep. 41 - Invest like a family office with Alex Scott
Jun 30, 2021
S2 Ep. 40 - Invest Like A Private Wealth Manager with Kevin Doran
Jun 23, 2021
S2 Ep. 39 - Pride in the City with Jess Horner and Luke Hothersall
Jun 16, 2021
S2 Ep. 38 - The Summer of Net Zero
Jun 08, 2021
S2 Ep. 37 - Young Money with Iona Bain
Jun 01, 2021
S2 Ep. 36 - Investing like an insurer with Rob Groves
May 25, 2021
S2 Ep. 35 - Banking on sustainability
May 19, 2021
S2 Ep. 34 - The Covid-19 wealth gap
May 11, 2021
S2 Ep. 33 - Invest like an open DB scheme
May 06, 2021
S2 Ep. 32 - The Age of Financial Empowerment
Apr 27, 2021
S2 Ep. 31 - The vaccine story
Apr 20, 2021
S2 Ep. 30 - Do you decide well?
Apr 13, 2021
S2 Ep. 29 - We're all in the media business now
Apr 07, 2021
S2 Ep. 28 - How big is big data with Mark Ainsworth
Mar 31, 2021
S2 Ep. 27 - Putting the Tiktok into investing
Mar 24, 2021
S2 Ep. 26 - Welcome to the roaring 20s
Mar 16, 2021
S2 Ep. 25 - What you need to know about TCFD
Mar 08, 2021
S2 Ep. 24 - When The Fund Stops
Mar 02, 2021
S2 Ep. 23 - Predicting the Budget with Steve Webb
Feb 23, 2021
S2 Ep. 22 - Zoomthink with Zoe Burdo
Feb 16, 2021
S2 Ep. 21 - The one about Bitcoin
Feb 09, 2021
S2 Ep. 20 - How does a hydrogen cooker even work?
Feb 02, 2021
S2 Ep. 19 - Covid-19’s most uncertain moment
Jan 27, 2021
S2 Ep. 18 - Cakeism in Joe's America
Jan 19, 2021
S2 Ep. 17 - Book Club: Rebel Ideas with Laasya Shekaran
Jan 12, 2021
S2 Ep. 16 - Broadening the investment industry with Sophie Carter
Jan 05, 2021
S2 Ep. 15 - Climate scenarios with Claire Jones
Dec 22, 2020
S2 Ep. 14 - Uncorrelated Reflections part 2
Dec 15, 2020
S2 Ep. 13 - Uncorrelated Reflections part 1
Dec 08, 2020
S2 Ep. 12 - Active ownership for passive managers with Sonja Laud, LGIM
Dec 01, 2020
S2 Ep. 11 - Global property investing with Andy Jacobson
Nov 24, 2020
S2 Ep. 10 - Growth investing with Charles Plowden
Nov 17, 2020
S2 Ep. 9 - Election Special With Natalie Brain
Nov 10, 2020
S2 Ep. 8 - An epidemiologist's perspective with Jonathan Pearson-Stuttard
Nov 03, 2020
S2 Ep. 7 - Being a deliberate amateur with Sally Bridgeland
Oct 27, 2020
S2 Ep. 6 - Asset allocation for individuals with Ben Seager-Scott
Oct 20, 2020
S2 Ep. 5 - Emotional liquidity with Greg Davies
Oct 14, 2020
S2 Ep. 4 - Financial wellness with Heidi Allan
Oct 06, 2020
S2 Ep. 3 - Being Black in the City part 2
Sep 29, 2020
S2 Ep. 2 - Being Black in the City part 1
Sep 22, 2020
S2 Ep. 1 - The state of the economy with Natalie Brain
Sep 15, 2020
Ep. 22 - Wrap Up
Jul 21, 2020
Ep. 21 - Investing In Energy
Jul 14, 2020
EP. 20 - Global Wealth Strategy with Chris Ralph of SJP
Jul 07, 2020
Ep. 19 - Manager Selection in Private Wealth with Ryan Hughes
Jun 30, 2020
Ep. 18 - Inflation with Jon Camfield
Jun 23, 2020
Ep. 17 - Negative rates – why do it?
Jun 16, 2020
Ep. 16 - Income investing with Hish Ravindra
Jun 09, 2020
Ep. 15 - Investing in Private Credit with Steve Hodder
Jun 02, 2020
Ep. 14 - The Book Club – The Man Who Solved the Market
May 26, 2020
Ep. 13 - Government in a crisis
May 19, 2020
Ep. 12 - Latest on UK Property and Real Asset investing with Andy Jacobson
May 12, 2020
Ep. 11 - Deepdive on Emerging Markets with Anais Caldwell-Jones
May 05, 2020
Ep. 10 - Forecasting in volatile times with Natalie Brain
Apr 28, 2020
Ep. 9 - Themes and ideas: investing through Covid-19 with Matt Gibson
Apr 21, 2020
Ep. 8 - Getting behind Groupthink with Zoe Burdo
Apr 14, 2020
Ep. 7 - Book Club: The Big Short with Nisha Gogna
Apr 07, 2020
Ep. 6 - Understanding Risk with Allison Schrager
Mar 31, 2020
Ep. 5 - How people invest with Nikki Matthews
Mar 24, 2020
Ep. 4 - Lessons learned from crises with Stuart McKinnon
Mar 17, 2020
Ep. 3 - Responsible Investing with Claire Jones
Mar 10, 2020
Ep. 2 - Coronavirus and forecasts with Natalie Brain
Mar 03, 2020
Ep. 1 - Investment Managers with Matt Gibson
Feb 26, 2020