Investment Uncut

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 opportu...

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,...

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...

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 data-...

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...

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 Pric...

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 experi...

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 by...

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 cr...

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 par...

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 be...

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 genuine...

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 you...

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 ret...

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 CDC...

“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...

“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 mar...

“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 the e...

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 m...

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 stu...

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 th...

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 L...

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 capital...

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 mov...

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?