Investment Uncut

We welcome James Coney money editor at The Times & Sunday Times to discuss his four pillars of personal finance as well as trends he has seen overtime in the investing/fund management space. We discuss James’ four pillars of personal finance: Mortgage Savings Pensions Investments Aim to have regular conversation with readers week after week coming back to the same core wisdoms. The role of financi...

At the start of world immunization week show hosts Dan Mikulskis and Mary Spencer take stock with Dr Jonathan Pearson-Stuttard of where we are in the Covid-19 vaccine rollout, reflecting back to the uncertain moments of January 2021. We cover what to look out for in coming weeks, what the medium term future looks like and some of the lessons learnt in terms of risk communication and data. We discu...

We welcome LCP's Nikki Matthews to discuss decision making in the investment world. We discuss: - Nikki’s Vista article  - Are investors fundamentally decision makers? - Decision making is often influenced by circumstances and those around us. - It’s easy to slip into a role. - (Listen to the podcast that Dan references several times with Jeff Housenbold from the Vision Fund). -We’re forming a sto...

We welcome LCP's Head of Communications, David Millar, who talks us through the dark arts of communication, and how we might improve investment communications for the benefit of investors. We discuss: • The basic principles of communicating and how communications have evolved; • Investment communications – challenges / tips from the provider and receiver perspective; and • David’s “communications...

We welcome special guest Mark Ainsworth from Schroders to talk about big data. We discuss: What is big data? What are its applications to investing? There is a dust trail we all leave when browsing websites online. Fund managers are natural “weighers” of lots of different data points. It is natural to work in terms of confidence levels. The key is to master where data is useful and where it isn’t....

Show hosts Dan Mikulskis and Mary Spencer welcome Claire Walsh to explore the top-of-the-mind issues for individual investors currently and how the investment industry is adapting to changes. We discuss: How are individual investors feeling right now? Current top-of the mind issues for individual investors Has the “behaviour” of individual investors (eg panic selling) got better over time? The rol...

We welcome back LCP's Clay Lambiotte onto the show to talk about the lessons learned 1 year on in the lockdown.

We bring on LCP’s Ian Gamon to talk through everything you need to know about complying with TCFD.

For World Book Day we bring on David Ricketts onto the show to discuss his book 'When The Fund Stops.'

We welcome back LCP's Steve Webb onto the show to predict the upcoming Budget.

We welcome back LCP's Zoe Burdo to discuss group think in a virtual world, 'Zoom think.'

We welcome Jos North from Ruffer to talk the investment thesis of bitcoin, its future, as well as its risks.

We sit down with LCP's Kyle Martin to explore the revolution of the energy sector and where private investors come into this.

We welcome back our resident epidemiologist Dr Jonathan Pearson-Stuttard to explore the market's response to the vaccine rollout, the likelihood of it's success and the risks attached to it.

With the inauguration in the US of President Biden, Dan Mikulskis and Mary Spencer welcome LCP's Paul Gibney to discuss the impact of the new presidency on markets.

In this episode hosts Mary Spencer and Dan Mikulskis and guest Laasya Shekaran review the book “Rebel Ideas” by Matthew Syed

In this episode, show hosts Dan Mikulskis and Mary Spencer welcome LCP's Sophie Carter on the show to discuss initiatives to broaden the investment industry.

In this episode, show hosts Dan Mikulskis and Mary Spencer explore climate scenarios with LCP's Claire Jones.

In the final piece of this two-part special episode, podcast hosts Dan Mikulskis and Mary Spencer invite more than one guest on the show for the first time– a big welcome to Priscilla Kavule and Philip Boyle!

In this two-part special episode, podcast hosts Dan Mikulskis and Mary Spencer invite Jacob Shah onto the show to reflect on the markets for this year.

We catch up with Sonja Laud from LGIM on her CIO's perspective on active ownership for passive managers and more

Show hosts Dan Mikulskis and Mary Spencer catch up with a returning guest of Investment Uncut: LCP's Andy Jacobson, to discuss global property investing.

Show hosts Dan Mikulskis and Mary Spencer sit down with Charles Plowden from Baillie Gifford for his thoughts on growth investing.

In this special episode, we explore the recent US election with LCP's Natalie Brain.

Show hosts Dan Mikulskis and Mary Spencer catch up with Dr Jonathan Pearson-Stuttard on his epidemiologist perspective of the current pandemic.