最高の Investment Uncut ポッドキャスト (2024)

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S6 Ep.6: Gen Z Investing 32:52

11d ago32:52

32:52

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.…

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S6 Ep.5: The impact of the US election on investors with Paul Gibney 31:26

18d ago31:26

31:26

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 …

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S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik 35:54

26d ago35:54

35:54

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.…

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S6 Ep.3: Investing in the energy transition with Sam Hollister 33:01

1M ago33:01

33:01

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.Lane Clark & Peacock による

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S6 Ep.2: Reimagining your portfolio with Steve Hodder 34:36

2M ago34:36

34:36

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.Lane Clark & Peacock による

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S6 Ep.1: Turning Turbulence into Tailwinds: An LCP Investment Conference 32:36

2M ago32:36

32:36

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…

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S6: A Sneak Peek 7:52

3M ago7:52

7:52

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!Lane Clark & Peacock による

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S5 Ep.22: Challenging Assumptions with Charlotte O Leary 33:05

3M ago33:05

33:05

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 favo…

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S5 Ep.21: Investing for the 22nd century 32:57

4M ago32:57

32:57

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…

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S5 Ep.20: Tail risk strategies with Joel Hartley 33:39

4M ago33:39

33:39

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.Lane Clark & Peacock による

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S5 Ep.19: Financial coaching with Catherine Thomas-Humphreys from Maji 40:52

5M ago40:52

40:52

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.Lane Clark & Peacock による

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S5 Ep.18: Bubbles and Rates with Torsten Sløk – Part II 28:44

5M ago28:44

28:44

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.Lane Clark & Peacock による

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S5 Ep.17: Bubbles and Rates with Torsten Sløk – Part I 27:06

6M ago27:06

27:06

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.Lane Clark & Peacock による

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S5 Ep.16: Black Women in Asset Management with Jackie James 36:46

6M ago36:46

36:46

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, Laas…

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S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker 36:55

7M ago36:55

36:55

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 econo…

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S5 Ep.14: Using ethnographic research to capture growth opportunities in emerging markets 41:21

7M ago41:21

41:21

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.Lane Clark & Peacock による

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S5 Ep.13: Invisible Women 32:58

8M ago32:58

32:58

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.Lane Clark & Peacock による

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S5 Ep.12: Election forecasts with Kelly Beaver 33:53

8M ago33:53

33:53

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 sh…

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S5 Ep.11: Cycles and Swims with Peter Oppenheimer 34:52

9M ago34:52

34:52

In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at Goldman Sachs’ Global Investment Research Group. We discuss his two books on equity market cycles and how they relate to the market dynamics we’re seeing today. In light of International Women’s Day 2024…

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Investment Uncut: PLSA Investment Conference Day 3 & Final Thoughts 33:41

9M ago33:41

33:41

In the fourth and final episode of this special mini-series from the PLSA Investment Conference 2024, we bring you interviews with Sandra Carlisle, Head of Responsible Investment at USS and Nigel Peaple, Director of Policy and Advocacy at PLSA. Our regular Investment Uncut co-host Mary Spencer also returns to share her thoughts on the conference.…

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Investment Uncut: PLSA Investment Conference 2024 | Day 2 44:16

9M ago44:16

44:16

This week, Investment Uncut is live at the PLSA investment conference 2024. In this special mini-series, we bring you the PLSA investment conference from our podcast booth in the conference hall.Lane Clark & Peacock による

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Investment Uncut: PLSA Conference 2024 | Day 1 23:21

9M ago23:21

23:21

This week, Investment Uncut is at the PLSA Investment Conference 2024 in Edinburgh. In this episode of this special mini-series, we speak to Paul Johnson at the Institute of Fiscal Studies and Natalie Mee from CMS on Day 1 of the conference.Lane Clark & Peacock による

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Investment Uncut: PLSA Investment Conference 2024 34:20

9M ago34:20

34:20

This week, Investment Uncut is live at the PLSA investment conference 2024. In this special mini-series, we bring you the PLSA investment conference from our podcast booth in the conference hall.Lane Clark & Peacock による

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S5 Ep.10: Health Economics with Sreeram Ramagopalan 33:46

10M ago33:46

33:46

In this week’s episode, Mary Spencer and Jacob Shah explore drug pricing and the dynamics within the pharmaceutical industry with Sreeram Ramagopalan, Principal and Market Access & Payer Evidence Lead within LCP’s Health Analytics team.Lane Clark & Peacock による

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S5 Ep9 Insurance-Linked Securities with David Garcia 28:24

10M ago28:24

28:24

In episode nine, Mary Spencer and Jacob Shah explore insurance-linked securities with David Garcia, investment consultant within LCP’s manager research team. Before we interview David, we also speak to Alex Waite, Partner at LCP, for our “Views from the Boardroom” feature. With Alex, we discuss artificial intelligence, the discussions he’s been hav…

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S5 Ep.8 Systemic risk in the financial sector with David Aikman 33:49

10M ago33:49

33:49

In our eighth episode of season five, Mary Spencer and Jacob Shah explore Systemic risk in the financial sector with David Aikman, Professor of Finance and Director of the Qatar Centre for Global Banking and Finance, at Kings College London. Prior to his current role, David spent 17 years working as an economist at the Bank of England – most recent…

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S5 Ep.7 Doughnut Economics 31:15

11M ago31:15

31:15

In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran all get together to discuss Kate Raworth’s brilliant book: Doughnut Economics. This is the first episode all three have recorded, and a special one as it’s the last from Laasya before she spends three months travelling (we miss you already Laasya!).We are also joined by Tegs Harding, Hea…

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S5 Ep.6 China versus India with Claire Peck & Amit Mehta 36:15

12M ago36:15

36:15

Our last episode before Christmas is a real treat – we’ve been longing to do a debate-style episode for some time! In this episode Mary Spencer and Jacob Shah explore the case for investing in India versus China with Amit Mehta (Portfolio Manager at JP Morgan) and Claire Peck (Investment Specialist at JP Morgan) each representing one country. Befor…

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S5 Ep.5 COP 28 and the important role of investors 29:53

12M ago29:53

29:53

This episode of Investment Uncut comes out the day before COP 28 (the 28th United Nations Climate Change Conference) takes place in Dubai. With a “stock take” focus, this event could set the tone for the level of climate action we can expect from industries and governments alike over the coming years.In this episode, Mary Spencer and Laasya Shekara…

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S5 Ep.4 Residential property with Lucian Cook 31:14

1y ago31:14

31:14

In our fourth episode of season five, Mary Spencer and Jacob Shah explore the residential property market with Lucian Cook, head of residential research at Savills.Before we interview Lucian, we also speak to Joel Hartley, Partner at LCP, for our “Views from the Boardroom” feature. One year on from the gilts crisis, we reflect on the lessons learnt…

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S5 Ep. 3 Energy transition through a policy lens with Josh Buckland 34:46

1y ago34:46

34:46

In our third episode of season five, Mary Spencer and Jacob Shah explore the policy side of the energy transition with Josh Buckland, Partner at Flint Global who leads Flint’s client work on energy, climate and sustainability issues. Before we interview Josh, we also speak to LCP CEO Aaron Punwani as part of our new “Views from the Boardroom” featu…

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S5 Ep.2 Dynamic demographics with Amlan Roy 33:48

1y ago33:48

33:48

In this episode of Investment Uncut, Mary Spencer and Laasya Shekaran speak to Amlan Roy: demographics expert, LCP colleague and one of the speakers at our inaugural LCP investment conference. We dive into his research on demographics covering why this is such an important, but underappreciated, topic for all investors to think about.…

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S5 Ep.1 In the room where it happened 32:47

1y ago32:47

32:47

We’re back with a brand new season of Investment Uncut! We hope everyone had a well-earned break over the summer. Kicking off Season 5, we have a real treat for our listeners: this episode was recorded live at our inaugural Investment Conference! Hear from guests and speakers, feel the buzz and note down those key takeaways… We also introduce our n…

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Season 4 Ep. 25 The Opportunity Index with Gavin Lewis 36:55

1+ y ago36:55

36:55

In our very final episode of Season 4, we leave you with a very special book review: The Opportunity Index by Gavin Lewis, and we chat to Gavin himself.Lane Clark & Peacock による

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S4 Ep. 24 Bringing growth back to the UK, with the Lord Mayor of London 44:12

1+ y ago44:12

44:12

This week’s episode is a double whammy, combining two recent interviews! First, our interview with colleague Stephen Budge, who we spoke to at the PLSA investment conference in June. He’d just come off a panel session on investing in illiquids in DC. And prompted by that discussion, very excitingly, we were able to line up a chat with the Lord Mayo…

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S4 Ep. 23 - Mansion House - DB call for evidence 29:56

1+ y ago29:56

29:56

This week we're joined for a special episode of Investment Uncut, by Sir Steve Webb and Steve Hodder, to discuss the DB pensions aspects of the Mansion House speech on Monday 10 July. Steve & Steve take us through what was announced, why it matters and provide detail on our idea for the future of DB pensions.…

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S4 Ep. 22 Making responsible investment make sense with Adam Matthews 31:07

1+ y ago31:07

31:07

This week we reflect on a discussion we had with Adam Matthews, CRIO at the Church of England Pensions Board, at the recent PLSA conference in Edinburgh. We talk about all things responsible investment, from taxonomy to making a difference and what everyone can do.Lane Clark & Peacock による

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S4 Ep.21 Statistics in the real world with David Spiegelhalter 30:16

1+ y ago30:16

30:16

We talk to David Spiegelhalter, Emeritus Professor of Statistics at Cambridge University and prior Professor of the Public Understanding of Risk. Also known for appearances on Total Wipeout and Desert Island Discs!Lane Clark & Peacock による

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S4 Ep. 20 Stewardship and electric bikes with Helen Price 35:13

1+ y ago35:13

35:13

This week we’re joined by Helen Price, Director of Governance for the Church of England Pensions Board and Co-Chair of the Asset Owner Diversity Charter. We deep dive into stewardship, what it currently looks like, how it has evolved and how investors can maximise their impact. Helen shares her top tips for asset owners, consultants, and asset mana…

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Investment Uncut on the road - the last word 59:30

1+ y ago59:30

59:30

Final day at the PLSA investment conference 2023, we discuss responsible investment with Adam Matthews of the Church of England Pensions, emerging markets with Will Ballard of Border to Coast, we ask LCP's Jon Wolff if the UK is going into recession and what that means for business. We speak to Professional Trustee Graham Jung about what his big as…

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Investment Uncut on the road - PLSA day two 59:39

1+ y ago59:39

59:39

Recorded live at the PLSA conference in Edinburgh! We’re covering day two of the PLSA conference, including interviews with keynote Sir David Spiegelhalter, Liz Fernando CIO of Nest, Cliff Speed CIO of TPT, Payam Kazemian of Zedra, plus more industry guests. We discussed communication of risks, how to model risk when things change, portfolio constr…

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Investment Uncut on the road - PLSA day one 1:08:57

1+ y ago1:08:57

1:08:57

Recorded live at the PLSA conference in Edinburgh! Today we’re speaking to Stergios Saloustros of Barclay’s Retirement fund, Richard Tomlinson of LPP and John Chilman of Railpen. We’re reviewing day one of the conference, including the macroeconomic session with Danny Blanchflower and the CIO panel.Keep a look out for further episodes coming out du…

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Investment Uncut on the road - the PLSA preview 45:49

1+ y ago45:49

45:49

We’re taking investment uncut on the road and up to the Pension and Lifetime Savings Association conference (PLSA) in Edinburgh! Here we look ahead to the conference with the help of Laura Myers of LCP and Marcin Stepan of PLSA who has been responsible for organising most of the event. We look at the agenda, how the different streams come together …

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S4 Ep.19 With style: a factor investing deep dive 54:57

1+ y ago54:57

54:57

Some call it styles, some call it factors some call it style factors. But regardless, it’s value and momentum size, and it’s definitely had its ups and downs in the last decade. This week we’re joined by Dan Taylor, CIO of MAN Numeric. Dan reviews the last decade and offers candid thoughts on lessons learnt, how things have evolved and how investor…

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S4 Ep.18 Natural Capital with John Gilleland 33:28

1+ y ago33:28

33:28

This week we’re joined by John Gilleland of Campbell Global (part of JPMorgan) to discuss one of the fastest-growing areas in investment (no pun intended) – forestry! – and how it fits within the broader category of Natural Capital.Lane Clark & Peacock による

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S4 Ep. 17 - Human rights and your portfolio 47:31

1+ y ago47:31

47:31

Are your investments exposed to modern slavery? The answer might not be what you think. This week we’re talking to Saskia Kort-Chick who has spent a lot of time investigating modern slavery and human rights abuses in portfolios – a key issue given the continued prevalence of modern slavery in today’s economy and supply chains, which is not just res…

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S4 Ep.16 Re-imagining a fairer financial system with Delilah Rothenberg 51:58

1+ y ago51:58

51:58

This week we have a thought-provoking conversation that might challenge you to think differently about the financial system. We’re speaking to Delilah Rothenberg who spent a career in private markets investing before founding the predistribution initiative to examine and change the inbuilt incentives in the financial system to work toward a more eq…

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Investment Uncut special: The wanderer returns 27:46

1+ y ago27:46

27:46

A short special episode this week as Mary returns from a 3 month sabbatical and we take a few moments out to talk about her trip to Central and South America and some reflections. We discuss: highlights including favourite moments, best activity, best food and of course the most dicey transportation situations. We discuss Mary’s journal, some deepe…

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S4 Ep. 15 Leadership with Langley Sharp 56:46

1+ y ago56:46

56:46

This week we've got an action-packed conversation that might just spark a little inspiration when it comes to leadership and decision-making. We're chatting with Langley Sharp, a former British Army officer and now leadership consultant who's here to share some incredible insights into the world of decision-making and leading.We're talking about ev…

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S4 Ep.14 Credit where its due with Jeff Boswell 56:09

1+ y ago56:09

56:09

Buckle up, folks - this week we're diving headfirst into the world of fixed income and corporate bonds with Jeff Boswell, a portfolio manager at Ninety One.Corporate bonds have been on a rollercoaster ride lately, going from zero yields to plummeting values even for low-risk assets, and now returning to yield levels not seen since the days of yore.…

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