最佳Investment Uncut播客 (2024)

1
S5 Ep.13: Invisible Women 32:58

9d 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.由Lane Clark & Peacock

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

23d 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

1M 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

1M 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

2M 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.由Lane Clark & Peacock

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

2M 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.由Lane Clark & Peacock

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Investment Uncut: PLSA Investment Conference 2024 34:20

2M 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.由Lane Clark & Peacock

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

2M 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.由Lane Clark & Peacock

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

3M 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

3M 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…

1
S5 Ep.7 Doughnut Economics 31:15

4M 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

4M 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…

1
S5 Ep.5 COP 28 and the important role of investors 29:53

5M 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…

1
S5 Ep.4 Residential property with Lucian Cook 31:14

6M 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

6M 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…

1
S5 Ep.2 Dynamic demographics with Amlan Roy 33:48

7M 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.…

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

7M 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

9M 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.由Lane Clark & Peacock

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

9M 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

9M 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

10M 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.由Lane Clark & Peacock

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

10M 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!由Lane Clark & Peacock

1
S4 Ep. 20 Stewardship and electric bikes with Helen Price 35:13

10M 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…

1
Investment Uncut on the road - the last word 59:30

10M 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

11M 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…

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

11M 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…

1
Investment Uncut on the road - the PLSA preview 45:49

11M 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 …

1
S4 Ep.19 With style: a factor investing deep dive 54:57

11M 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…

1
S4 Ep.18 Natural Capital with John Gilleland 33:28

12M 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.由Lane Clark & Peacock

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

1y 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…

1
S4 Ep.16 Re-imagining a fairer financial system with Delilah Rothenberg 51:58

1y 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…

1
Investment Uncut special: The wanderer returns 27:46

1y 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…

1
S4 Ep. 15 Leadership with Langley Sharp 56:46

1y 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…

1
S4 Ep.14 Credit where its due with Jeff Boswell 56:09

1y 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.…

1
S4 Ep. 13 China: biases and narratives with Jason Hsu 57:10

1y ago57:10

57:10

This week we’re speaking to an expert on investing in China: Jason Hsu, CIO and founder of Rayliant Advisors. If and how to invest in China are key questions for long-term growth-oriented asset owners with different issues to unpack around political risk, geopolitics, ESG and even the mechanics of listing an entity.Jason walks through these questio…

1
S4 Ep. 12 Health in the UK with Stuart McDonald 43:07

1y ago43:07

43:07

This week we’re talking about one of the key issues of the moment, health in the UK. We’re speaking to well-known actuary and LCP colleague Stuart McDonald MBE, Head of LCP’s longevity and demographic insights team, who specialises in understanding and explaining health and death data. Stuart gained a high profile during Covid-19 when data interpre…

1
S4 Ep. 11 The DB Pensions Buy-out Boom 40:07

1y ago40:07

40:07

This week we’re discussing a particularly booming area of the markets in 2023: the market for buy-outs of DB pension funds by insurers. We’re speaking to LCP’s Catherine Hopper who thinks that 2023 will see record volumes in the “bulk annuity” market. We discuss the key changes in the funded status of UK DB schemes over the last year and what this …

1
S4 Ep.10 - Why Investors should be better quitters with Annie Duke 53:36

1+ y ago53:36

53:36

Today we’re speaking to author Annie Duke. Annie’s work bridges the behavioural finance theory and practice. Her latest book Quit asks whether quitting gets a bad rap and whether we should all embrace the power of walking away from things that aren’t working so we can reallocate resources to better ideas.…

1
S4 Ep. 9 Expected Returns with Antti Ilmanen 47:44

1+ y ago47:44

47:44

Today we’re speaking to author and principal at AQR, Antti Ilmanen. Antti has made a career out of bridging the gap between finance theory and practice, and this year updated his 2011 book “Expected Returns” for a new environment. A lot has happened while Antti has been updating and releasing the new book so we dive first into how Antti thinks abou…

1
S4 Ep. 8 The Intelligent Fund Investor with Joe Wiggins 53:31

1+ y ago53:31

53:31

This week we’re speaking to author and CIO of Fundhouse Joe Wiggins. Joe’s latest book focuses on fund investing and the ways this is different to generic ideas around investing. There is a huge amount of wisdom in Joe’s ideas here and quite a lot that goes against the grain of the fund and consulting industries. We talk about what “risk” really is…

1
S4 EP. 7 World Cup special 37:52

1+ y ago37:52

37:52

This week we’ve got a bonus special episode on …. Football! Alongside pensions, investment and other areas LCP has a team that specialises in football analytics (yes really!). In this episode Ashley Mould and Bart Huby explain how their systems use data from thousands of events across dozens of leagues to form a model of each player’s impact on a g…

1
S4 Ep.6 How to decide when the stakes are high with Chris Martin 43:28

1+ y ago43:28

43:28

Today we’re talking decision-making with Chris Martin who is an independent trustee and Executive Chair at ITS with over 30 years of experience working with pensions boards and committees to make better decisions for members’ best interests.Chris shares some of the key ingredients to good decision-making in this setting drawing on his experience of…

1
S4 Ep. 5 The big rate rise cycle with Karen Ward 53:13

1+ y ago53:13

53:13

This week we’re joined for the second time by Karen Ward, Chief Market strategist EMEA for JP Morgan Asset Management. Karen was also recently appointed to the chancellor’s council of economic advisers. A year after we last spoke to Karen we’re taking stock of the global rate-rising cycle, how far through we are, where interest rates might peak, ho…

1
S4 Ep.4 Gilts, LDI, DB Pensions and what’s next 51:48

1+ y ago51:48

51:48

This week we’re revisiting one of the key market issues of the moment: DB pensions and LDI. First, we’re joined by LCP Partner Steve Hodder where we discuss some of the actions being taken by pension funds, frameworks for helping clients approach the decisions, a reminder of the core reasons behind LDI and its continued popularity, how the market f…

1
S4 Ep. 3 The Future of Infrastructure with James Baldwin 39:40

1+ y ago39:40

39:40

This week we’re joined by James Baldwin, Real Assets Researcher at LCP.We’re talking about the future of infrastructure investing. James shares his insights from recent research on a raft of new infrastructure assets and funds becoming known as “infrastructure 2.0”, including battery storage, EV charging, data centres, sustainable transport and, of…

1
S4 Ep.2 The Future of Energy with Andy Bradley 40:26

1+ y ago40:26

40:26

This week we’re joined by Andy Bradley, Partner in our energy team, LCP Delta. Andy’s work covers what’s known as the “demand side” of the energy system spanning things like energy efficiency, storage and smart meters. We discuss some of the features of the UK energy market that have contributed to the current moment and how these might change.We e…

1
S4 Ep. 1 Inflation Nation 57:51

1+ y ago57:51

57:51

In this first episode of our fourth series, we are talking about inflation. Dan and Mary speak with a range of experts to get a rounded picture of the current moment.We discuss insights on the financial well-being implications of higher inflation at a national level and the role of governments, employers and individuals in supporting households. Fr…

1
S3 Ep.43 Summer 2022 Wrap 35:48

1+ y ago35:48

35:48

In this episode, Dan and Mary wrap up season 3 for the summer break with a quickfire roundup of some of the key moments and themes of the last 40+ episodes! We start with the post Covid-19 “back to school” buzz of September 2021, recap the early days of three of the key themes of the moment: energy, inflation, and interest rates in late 2021, touch…

1
S3 Ep. 42 Portfolio for the Future with John L Bowman 54:06

2y ago54:06

54:06

This week we’re speaking to John L Bowman. John is Executive Vice President at CAIA, The Chartered Alternative Investment Association. We’re discussing the five key components of what John has called “The Portfolio for the Future”. We also discuss universal owners, private markets as a beta allocation, crossover funds, permanent capital and lots mo…

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S3 Ep. 41 Multiples are not valuation with Michael Mauboussin 53:18

2y ago53:18

53:18

This week we’re speaking to Michael Mauboussin. Michael is head of consilient research at Counterpoint Global, as well as a prolific author and professor at Columbia Business School. We discuss the basics of security valuation, why using simple multiples is not valuation, how intangibles have reshaped valuation, market efficiency, good losses vs ba…

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