Investment Uncut

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, Jacob Shah also interviews Mary who explains wha...

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.

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.

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.

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.

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.

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 having with a wide range of groups on AI, what he thi...

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 recently in the role of Technical Head of Division in th...

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, Head of Sustainability at IGG, for our “Views from t...

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. Before we interview Amit and Claire, Laasya Shekaran al...

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 Shekaran are joined by two guests: Steve Waygood, the Ch...

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 by defined benefit pension schemes, the changes...

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” feature. Aaron talks about his call for action on clima...

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.

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 new co-host, Jacob Shah, who will join Mary Spencer...

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.

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 Mayor of London, Nicholas Lyons. It was a real treat t...

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.

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.

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!

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 managers, stressing the importance of collaboration ac...

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 asks for managers and consultants are, and we catch...

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 construction in this environment, what’s on trustees' mi...

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 during the event where we’ll be chatting to CIOs, s...

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 and the probable themes coming out of the event.