Investment Uncut

Apr 24 2024 1
Investment Uncut Podcast artwork

Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laasya Shekaran and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every other Wednesday.

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

Apr 24 2024 41 mins  
In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging markets with Tassos Stassopoulos, Founder, Managing Partner and CIO at Trinetra.

S5 Ep.13: Invisible Women

Apr 10 2024 32 mins  
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.

S5 Ep.12: Election forecasts with Kelly Beaver

Mar 27 2024 33 mins  
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 she is most looking forward to no

S5 Ep.11: Cycles and Swims with Peter Oppenheimer

Mar 13 2024 34 mins  
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 intervie

Investment Uncut: PLSA Investment Conference Day 3 & Final Thoughts

Mar 06 2024 33 mins  
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.

Investment Uncut: PLSA Investment Conference 2024 | Day 2

Feb 29 2024 44 mins  
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.

Investment Uncut: PLSA Conference 2024 | Day 1

Feb 28 2024 23 mins  
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.

Investment Uncut: PLSA Investment Conference 2024

Feb 26 2024 34 mins  
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.

S5 Ep.10: Health Economics with Sreeram Ramagopalan

Feb 13 2024 33 mins  
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.

S5 Ep9 Insurance-Linked Securities with David Garcia

Jan 31 2024 28 mins  
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 g