Investment Uncut

This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis, speak to investment partner Stuart McKinnon. They discuss the thirty years he has spent in the investment business since starting his career at Eagle Star insurance in the late 1980’s including ways to make money in investing, investment jargon, actual lived experience, most underappreciated thing about investing, recommendations...

This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis, speak to Claire Jones – LCP’s head of Responsible Investing. They discuss RI survey highlights, what’s changed recently, how have managers changed their approach over the years, about the Blackrock announcement, is ESG about excluding fossil fuels?, what does good look in ESG for managers, different asset classes, do equity manag...

This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis, speak to Natalie Brain – a member of LCP’s macro committee. They discuss Coronavirus, capital market views, equity asset classes, credit asset classes, real assets, most underappreciated thing about investing, recommendations good articles, blogs, books, series (work/non work related).

This week on investment uncut hosts Mary Spencer and Dan Mikulskis speak to Matt Gibson – head of manager research at LCP, they discuss long termism, short selling, views on GPIF suspension of stock lending, Investment Manager Fee survey & key takeaways, overall trend in manager fees seen over the last decade, fund liquidity, significance of recent BoE announcement & affect on investors, most unde...