Investment Uncut

S7 Ep.31: The quick take on Private Credit: cracks or contagion?

07 May 2026

Contributed by Lukas

Private credit has come under increasing scrutiny in recent months, with headlines pointing to liquidity pressures, fraud cases, and questions around ...

S7 Ep.30: Is slugflation the new reality for investors?

01 May 2026

Contributed by Lukas

Markets have remained resilient despite rising geopolitical tensions but are investors underestimating the risk of stagflation, or even a more prolong...

S7 Ep.29: Is the Iran war nearing an end and what it means for energy markets and investors?

28 Apr 2026

Contributed by Lukas

Energy markets have taken centre stage in driving financial markets and the Iran conflict has been a key catalyst. From oil supply shocks to unexpecte...

S7 Ep.28: Danny Latham - is the UK uninvestible?

15 Apr 2026

Contributed by Lukas

Government says the UK is open for investment - pushing “productive finance”, launching reforms, and pointing to growing interest from overseas pe...

S7 Ep.27: Quick Take on on what Eurobonds are telling us now

08 Apr 2026

Contributed by Lukas

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 polit...

S7 Ep.28: Jeffrey Lin - who are the winners and losers from the AI revolution?

02 Apr 2026

Contributed by Lukas

Every technological revolution produces both concentrated fortunes and quiet casualties. The critical question is not whether AI will reshape the econ...

S7 Ep.25: The Quick Take on the Collective Defined Contribution (CDC) Market

25 Mar 2026

Contributed by Lukas

industry look for new ways to deliver more sustainable and predictable retirement outcomes. In this episode of the Quick Take, Aaron and Letty are j...

S7 Ep.24: Pensions UK - supporting UK growth with Ian Connatty and Andy Gregory

19 Mar 2026

Contributed by Lukas

“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). ...

S7 Ep.23: Pensions UK - aligning strategy with today’s market environment

18 Mar 2026

Contributed by Lukas

“In general, very few geopolitical shocks particularly, conflicts or regime changes, have a meaningful impact on markets over the long term. There a...

S7 Ep.22: Investment Uncut: Pensions UK - Navigating the energy transition with Caroline Lucas and Clay Lambiotte

17 Mar 2026

Contributed by Lukas

“When we’ve got situation where around £50bn a year is spent through [pension] tax reliefs ... Given that’s coming from general taxation, I thi...

S7 Ep.21: How can “gender lens” investing benefit economic growth?

04 Mar 2026

Contributed by Lukas

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 ...

S7 Ep.20: The quick take on how to deliver actual productivity gains from AI

25 Feb 2026

Contributed by Lukas

Several firms like MIT’s Nanda Lab and BCG have released reports claiming the vast majority of companies have delivered little to no measurable busi...

S7 Ep.19: Is space a serious investment theme?

18 Feb 2026

Contributed by Lukas

Over the past decade, the space industry has undergone a profound transformation. Is space finally becoming a mainstream investment opportunity or is ...

S7 Ep.18: The quick take on LCP RI survey of investment managers

11 Feb 2026

Contributed by Lukas

How are investment managers approaching responsible investment today? Over the past year, there has been plenty of noise from ESG backlash headlines t...

S7 Ep.17: Peter Harris: What can we learn from the next generation of venture capital investors?

04 Feb 2026

Contributed by Lukas

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 te...

S7 Ep.16: The quick take on Trump’s foreign policy and what it means for markets

28 Jan 2026

Contributed by Lukas

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 Gr...

S7 Ep.15: Mick Brady - what to look out for in 2026?

21 Jan 2026

Contributed by Lukas

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 sus...

S7 Ep.14: The quick take on AI in healthcare

14 Jan 2026

Contributed by Lukas

Healthcare is under growing pressure from ageing populations, chronic disease, workforce shortages, and administrative burdens. AI is often presented ...

S7 Ep.14: The quick take on AI in healthcare

14 Jan 2026

Contributed by Lukas

Healthcare is under growing pressure from ageing populations, chronic disease, workforce shortages and administrative burdens. AI is often presented a...

S7 Ep.13: Martin Lau & Ziqi Deng: why be pragmatic on China despite its historic ‘uninvestable’ tag?

07 Jan 2026

Contributed by Lukas

In this episode, we speak to Martin Lau and Ziqi Deng of FSSA investment managers to find out. We discuss the impact of AI advances on future earnings...

S7 Ep.12: The quick take on pension schemes – liability or asset?

17 Dec 2025

Contributed by Lukas

Are we at a watershed moment in UK PLC’s attitude towards pensions? Will pension schemes start to be seen as an asset, instead of a liability to be ...

S7 Ep.11: Tony Davidow - is the illiquidity premium still justified?

10 Dec 2025

Contributed by Lukas

The illiquidity premium (the extra return investors seek for locking up capital in private markets) has long been a cornerstone of alternative investi...

S7 Ep.10: The quick take on unlocking value in secondary market transactions

03 Dec 2025

Contributed by Lukas

What happens when investors suddenly find themselves holding far more illiquid assets than they ever planned? Join us as we speak to James Fermont (...

S7 Ep.9: Chris Watling - are commodities the missing piece in today’s portfolios?

26 Nov 2025

Contributed by Lukas

Commodity markets (from oil and gas to metals and agriculture) have been on a rollercoaster in recent years, driven by shifting inflation dynamics, ge...

S7 Ep.8: The quick take on the UK Autumn Budget 2025

20 Nov 2025

Contributed by Lukas

The UK Autumn Budget 2025 – one of the most highly anticipated Budgets in recent history. Speculation has been building (even the government getting...

S7 Ep.7: Chris Dodwell - what’s next in the fight against climate change?

12 Nov 2025

Contributed by Lukas

Climate change has been an increasingly hot topic (pun intended) in recent years, yet its direction isn’t always clear. Different world leaders take...

S7 Ep.6: The quick take on how tariffs have changed the global economy six months on

06 Nov 2025

Contributed by Lukas

Six months on from “Liberation Day” and with tariffs still six times higher than at the start of the year, how has the global economy responded an...

S7 Ep.5: Jeremy Rogers - can you really do well by doing good?

29 Oct 2025

Contributed by Lukas

Impact investing has rapidly moved up the policy agenda – with the Better Futures Fund, the Mansion House compact and renewed questions around fiduc...

S7 Ep.4: The quick take on alternative credit ideas

22 Oct 2025

Contributed by Lukas

For this episode of The Quick Take, we’re exploring one of the big questions investors are asking right now: What are the best alternative credit id...

S7 Ep.3: Howard Marks: what do you buy when (almost) nothing looks attractive?

15 Oct 2025

Contributed by Lukas

Market valuations on major asset classes are at historically high levels. But does that mean we’ve reached the point where nothing is attractive? An...

S7 Ep. 2: The quick take on equity market concentration

08 Oct 2025

Contributed by Lukas

Welcome to a brand new type of episode from us here at Investment Uncut. This is The Quick Take: our bitesize episodes where we discuss recent market ...

S7 Ep.1: Kevin Patterson: Are pharma’s short-term pains a long-term opportunity?

01 Oct 2025

Contributed by Lukas

Would you put pharmaceuticals on your buy list today? The sector is under pressure: revenues from COVID products are collapsing, the US administration...

S6 Ep.24: Alex Edmans: Why do smart people make bad financial decisions?

16 Jul 2025

Contributed by Lukas

In our last episode of Season 6, we speak to author and London Business School Professor Alex Edmans about his book “May contain lies”. We discuss...

S6 Ep.23: Markets, MAGA and Megatrends

03 Jul 2025

Contributed by Lukas

In this episode, we bring you the highlights from our Investment conference: Markets, MAGA and Megatrends. Covering topics such as: - Macro-economics...

S6 Ep.22: Duncan Johnson: Should institutions invest in the UK’s high growth science & technology ecosystem?

18 Jun 2025

Contributed by Lukas

In this episode of Investment Uncut, we speak to Duncan Johnson (Chief Executive at Northern Gritstone) to delve into the UK’s high growth science a...

S6 Ep.21: Alison Savas: From Alphabet to AI - how do you actually pick what to invest in?

04 Jun 2025

Contributed by Lukas

If you’re trying to outperform the market, how do you actually decide where to invest? And what about areas like AI where the future is highly uncer...

S6 Ep.20: Andy Howard - what could an ESG rollback in the US mean for European investors?

21 May 2025

Contributed by Lukas

S6 Ep.20: Andy Howard - what could an ESG rollback in the US mean for European investors? by Lane Clark & Peacock

S6 Ep.19: Libby Cantrill – What do Trump’s first 100 days (take 2) tell us?

07 May 2025

Contributed by Lukas

What is achieved in the first 100 days of presidency are often seen as an indication of a President’s success or failure. Trump’s first 100 days (...

S6 Ep.18: Jenny Harbord: Is affordable housing the next frontier for institutional investment?

02 May 2025

Contributed by Lukas

In this episode, we speak with Jenny Harbord, Head of Real Assets at LCP to explore the UK affordable housing market and why institutional investors a...

S6 Ep.17: Robbie Mitchnick: How has the crypto landscape changed?

10 Apr 2025

Contributed by Lukas

The cryptocurrency market has seen significant highs and lows over the years. In this episode, we break down the fundamentals of cryptocurrency, the c...

S6 Ep.16: PLSA Investment Conference Day 3

17 Mar 2025

Contributed by Lukas

Recorded for the PLSA investment conference 2025. Today we cover day 3 of the conference, with interviews from: Professor Mike Berners-Lee - Climate...

S6 Ep.15: PLSA Investment Conference Day 2 part II

14 Mar 2025

Contributed by Lukas

Recorded for the PLSA investment conference 2025. Today we continue to cover day 2 of the conference, with interviews from: John Clements and Leandr...

S6 Ep.14: PLSA Investment Conference Day 2 part I

13 Mar 2025

Contributed by Lukas

Recorded for the PLSA investment conference 2025. Today we cover day 2 of the conference, with interviews from: Shalin Bhagwan - Chief Actuary at th...

S6 Ep.13: PLSA Investment Conference Day 1

12 Mar 2025

Contributed by Lukas

We are building on the success of last year and are taking Investment Uncut on the road again, recording for the Pension and Lifetime Savings Associ...

S6 Ep.12: Michael Ambery: Should UK pensions go down under?

19 Feb 2025

Contributed by Lukas

Australia’s superannuation system is often hailed as a global success story, but what can UK pension schemes learn from it? With growing regulatory ...

S6 Ep.11: Paul Rissman: Will the green transition increase inequality?

05 Feb 2025

Contributed by Lukas

What if the green transition – meant to save the planet – ends up making inequality worse? We often think of climate action as a universal good,...

S6 Ep.10: Sir Paul Collier: Why doesn’t the Treasury learn from its mistakes?

22 Jan 2025

Contributed by Lukas

In this episode, we speak to Paul Collier (Professor of Economics and Public Policy at the Blavatnik School of Government at the University of Oxford)...

S6 Ep.9: David Page: What should investors be looking out for in 2025?

08 Jan 2025

Contributed by Lukas

As we head into 2025, the economic landscape is shifting. In this episode, we break down the key macroeconomic themes shaping the year ahead. What doe...

S6 Ep.8: Happiness economics with Professor Lord Richard Layard

11 Dec 2024

Contributed by Lukas

Are you happy? Do you think you’re happier than you were 20 years ago? Or, put a different way, why aren’t you happier despite living in one of ...

S6 Ep.7: Net zero investing with Border to Coast

27 Nov 2024

Contributed by Lukas

This week we are joined by two guests from the Border to Coast Pensions Partnership: Tim Manuel, Head of Responsible Investment and Teju Akande, Clima...

S6 Ep.6: Gen Z Investing

14 Nov 2024

Contributed by Lukas

In this episode, we speak to our very own Gen Z representative, Koko Lotharukpong, about how Gen Z investors will shape the future of investing! Befor...

S6 Ep.5: The impact of the US election on investors with Paul Gibney

07 Nov 2024

Contributed by Lukas

Elections can represent big shifts in political power that alter a nation's direction and economic policies, which influences investor sentiment and m...

S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik

30 Oct 2024

Contributed by Lukas

In this episode, we question the limits of modern portfolio theory with Jon Lukomnik, co-author of Moving Beyond Modern Portfolio Theory and credited ...

S6 Ep.3: Investing in the energy transition with Sam Hollister

18 Oct 2024

Contributed by Lukas

In this week’s episode, we chat to Sam Hollister, Head of Energy and Policy at LCP Delta, on investing in the energy transition. Before we interview...

S6 Ep.2: Reimagining your portfolio with Steve Hodder

02 Oct 2024

Contributed by Lukas

Steve Hodder, Partner at LCP, joins the hosts this week to chat reimagining your portfolio. Before we interview Steve, Laasya talks to Surendra Ravik...

S6 Ep.1: Turning Turbulence into Tailwinds: An LCP Investment Conference

19 Sep 2024

Contributed by Lukas

In this episode, we bring you the highlights from our Investment Conference: Turning Turbulence into Tailwinds. Covering topics such as geopolitical i...

S6: A Sneak Peek

10 Sep 2024

Contributed by Lukas

In this preview, Jacob and Laasya set out what listeners can look forward to in the coming season: from markets, to elections, to Gen Z trends and eve...

S5 Ep.22: Challenging Assumptions with Charlotte O Leary

14 Aug 2024

Contributed by Lukas

In our final episode of the series, Jacob Shah and Laasya Shekaran speak to Charlotte O’Leary, CEO of Pensions for Purpose. She gives us a great in...

S5 Ep.21: Investing for the 22nd century

31 Jul 2024

Contributed by Lukas

In this week’s episode Jacob Shah and Laasya Shekaran are joined by two guests: Emma Hunt, head of Responsible Investment at HSBC Bank Pensions Trus...

S5 Ep.20: Tail risk strategies with Joel Hartley

17 Jul 2024

Contributed by Lukas

In this week’s episode, Jacob Shah chats to Joel Hartley, Partner at LCP, on tail risk strategies. Before we interview Joel, Jacob also talks to St...

S5 Ep.19: Financial coaching with Catherine Thomas-Humphreys from Maji

03 Jul 2024

Contributed by Lukas

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Catherine Thomas-Humphreys, financial coach at Maji. With Catherine we learn what fi...

S5 Ep.18: Bubbles and Rates with Torsten Sløk – Part II

19 Jun 2024

Contributed by Lukas

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whethe...

S5 Ep.17: Bubbles and Rates with Torsten Sløk – Part I

05 Jun 2024

Contributed by Lukas

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whethe...

S5 Ep.16: Black Women in Asset Management with Jackie James

22 May 2024

Contributed by Lukas

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Jackie James, co-founder and direction of Black Women in Asset Management. With Jacki...

S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker

08 May 2024

Contributed by Lukas

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Andy Blocker, Global Head of Public Policy and Strategic Partnerships at Invesco. Wit...

S5 Ep.14: Using ethnographic research to capture growth opportunities in emerging markets

24 Apr 2024

Contributed by Lukas

In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging markets with Tass...

S5 Ep.13: Invisible Women

10 Apr 2024

Contributed by Lukas

In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran get together to discuss Caroline Criado-Perez’s Invisible Women. They also chat about ...

S5 Ep.12: Election forecasts with Kelly Beaver

27 Mar 2024

Contributed by Lukas

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, CE...

S5 Ep.11: Cycles and Swims with Peter Oppenheimer

13 Mar 2024

Contributed by Lukas

In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at G...

Investment Uncut: PLSA Investment Conference Day 3 & Final Thoughts

06 Mar 2024

Contributed by Lukas

In the fourth and final episode of this special mini-series from the PLSA Investment Conference 2024, we bring you interviews with Sandra Carlisle, He...

Investment Uncut: PLSA Investment Conference 2024 | Day 2

29 Feb 2024

Contributed by Lukas

This week, Investment Uncut is live at the PLSA investment conference 2024. In this special mini-series, we bring you the PLSA investment conference f...

Investment Uncut: PLSA Conference 2024 | Day 1

28 Feb 2024

Contributed by Lukas

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 John...

Investment Uncut: PLSA Investment Conference 2024

26 Feb 2024

Contributed by Lukas

This week, Investment Uncut is live at the PLSA investment conference 2024. In this special mini-series, we bring you the PLSA investment conference f...

S5 Ep.10: Health Economics with Sreeram Ramagopalan

13 Feb 2024

Contributed by Lukas

In this week’s episode, Mary Spencer and Jacob Shah explore drug pricing and the dynamics within the pharmaceutical industry with Sreeram Ramagopala...

S5 Ep9 Insurance-Linked Securities with David Garcia

31 Jan 2024

Contributed by Lukas

In episode nine, Mary Spencer and Jacob Shah explore insurance-linked securities with David Garcia, investment consultant within LCP’s manager resea...

S5 Ep.8 Systemic risk in the financial sector with David Aikman

17 Jan 2024

Contributed by Lukas

In our eighth episode of season five, Mary Spencer and Jacob Shah explore Systemic risk in the financial sector with David Aikman, Professor of Financ...

S5 Ep.7 Doughnut Economics

03 Jan 2024

Contributed by Lukas

In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran all get together to discuss Kate Raworth’s brilliant book: Doughnut Economics. This is...

S5 Ep.6 China versus India with Claire Peck & Amit Mehta

13 Dec 2023

Contributed by Lukas

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 an...

S5 Ep.5 COP 28 and the important role of investors

29 Nov 2023

Contributed by Lukas

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 “s...

S5 Ep.4 Residential property with Lucian Cook

01 Nov 2023

Contributed by Lukas

In our fourth episode of season five, Mary Spencer and Jacob Shah explore the residential property market with Lucian Cook, head of residential resear...

S5 Ep. 3 Energy transition through a policy lens with Josh Buckland

18 Oct 2023

Contributed by Lukas

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...

S5 Ep.2 Dynamic demographics with Amlan Roy

04 Oct 2023

Contributed by Lukas

In this episode of Investment Uncut, Mary Spencer and Laasya Shekaran speak to Amlan Roy: demographics expert, LCP colleague and one of the speakers a...

S5 Ep.1 In the room where it happened

20 Sep 2023

Contributed by Lukas

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 re...

Season 4 Ep. 25 The Opportunity Index with Gavin Lewis

26 Jul 2023

Contributed by Lukas

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 himsel...

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

19 Jul 2023

Contributed by Lukas

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 P...

S4 Ep. 23 - Mansion House - DB call for evidence

11 Jul 2023

Contributed by Lukas

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 Mansio...

S4 Ep. 22 Making responsible investment make sense with Adam Matthews

05 Jul 2023

Contributed by Lukas

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 Edinbur...

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

28 Jun 2023

Contributed by Lukas

We talk to David Spiegelhalter, Emeritus Professor of Statistics at Cambridge University and prior Professor of the Public Understanding of Risk. Also...

S4 Ep. 20 Stewardship and electric bikes with Helen Price

21 Jun 2023

Contributed by Lukas

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 Cha...

Investment Uncut on the road - the last word

12 Jun 2023

Contributed by Lukas

Final day at the PLSA investment conference 2023, we discuss responsible investment with Adam Matthews of the Church of England Pensions, emerging mar...

Investment Uncut on the road - PLSA day two

08 Jun 2023

Contributed by Lukas

Recorded live at the PLSA conference in Edinburgh! We’re covering day two of the PLSA conference, including interviews with keynote Sir David Spiege...

Investment Uncut on the road - PLSA day one

07 Jun 2023

Contributed by Lukas

Recorded live at the PLSA conference in Edinburgh! Today we’re speaking to Stergios Saloustros of Barclay’s Retirement fund, Richard Tomlinson of ...

Investment Uncut on the road - the PLSA preview

01 Jun 2023

Contributed by Lukas

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 ...

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

17 May 2023

Contributed by Lukas

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 up...

S4 Ep.18 Natural Capital with John Gilleland

03 May 2023

Contributed by Lukas

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 int...

S4 Ep. 17 - Human rights and your portfolio

19 Apr 2023

Contributed by Lukas

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...

S4 Ep.16 Re-imagining a fairer financial system with Delilah Rothenberg

05 Apr 2023

Contributed by Lukas

This week we have a thought-provoking conversation that might challenge you to think differently about the financial system. We’re speaking to Deli...

Investment Uncut special: The wanderer returns

30 Mar 2023

Contributed by Lukas

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 ...

S4 Ep. 15 Leadership with Langley Sharp

22 Mar 2023

Contributed by Lukas

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 ch...

S4 Ep.14 Credit where its due with Jeff Boswell

08 Mar 2023

Contributed by Lukas

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 Ninet...