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 Alex’s focus on bringing his research to practitioners so that it has real world impact, with writing books being one way to achieve this. May Contain Lies is about misinformation, which Alex first reached through his work on sustainable finance (the topic of his previous book Grow the Pie), but the issues are more widespread than this.

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

- Macro-economics, geopolitics and deglobalisation

- Strategic asset allocation powered by demographics

- How does USS, one of the UK’s largest pension funds integrates climate and demographics into its investment strategy

- Investing in the energy transition

We chat to guests and speakers to bring you the highlights of the conference, their key takeaways and new investment ideas.

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 and technology ecosystem. We explore why the UK is a global leader in this space, the types of companies attracting investment, and how to assess these opportunities that are on the cutting edge of science for which markets may not exist yet!

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 uncertain? And there’s risks too – how do you ensure you’re paying a fair price given the risks you’re exposed to?

To answer these questions, we step into the mind of an equity manager. We’re talking to Alison Savas, Investment Director at Antipodes, to understand the steps they go through when deciding whether to buy, hold or sell a stock like Alphabet.

For our Views from the Boardroom section, Jacob Shah and Peter Abrahams give a preview on a long-running debate they’ve been having: should investors go underweight to the US? Tune in and decide where you stand.

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

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 (2.0) ended on 29 April, and he had certainly been busy. In this episode we review what’s happened so far, but mainly we focus on what might happen next.

We were delighted to interview PIMCO’s Head of Public Policy, Libby Cantrill, for this episode. Libby helped us characterise Trump’s actions (maximalist and well organised), how far the dollar might weaken (incremental, but without a broad referendum on the dollar’s reserve currency status) and the impact of Trump’s policy changes on climate change. We also touched on the tax bill (when not if) and to what extent Trump cares about market reactions.

Important! This interview took place on 1 May. Events between then and the episode release on 7 May do not feature.

For our Views from the Boardroom section, Jacob interviews Richard Tomlinson, CIO of LPPI. Richard touches on decision making in volatile times, how to think about time horizons and his views on protection strategies.

If you are interested in finding out more about the topics in this episode, sign up to our Investment Conference happening on the 25th of June 2025: https://www.lcp.com/en/events/investment-conference

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 are increasingly drawn to this sector. For our Views from the Boardroom section, Jacob speaks to Sarah Smart (Chair at TPR) to talk about the challenges and opportunities facing the pension scheme industry.

The cryptocurrency market has seen significant highs and lows over the years. In this episode, we break down the fundamentals of cryptocurrency, the current state of the crypto industry, factors driving its growth and volatility, and the increasing institutional adoption.

Recorded for the PLSA investment conference 2025. Today we cover day 3 of the conference, with interviews from:

Professor Mike Berners-Lee - Climate Researcher and Author - The Future's Bright: What the Green Transition Means for Investors

Karen Ward - Chief Market Strategist EMEA at JP Morgan Asset Management - The Global Economy: Stabilising Investments in Times of Instability

Pav Sharma - UK ETF Distribution at JP Morgan Asset Management - Active ETFs: What’s All the Noise About?

Zuhair Mohammed – Head of Investment at LCP – Reflections on the conference and key takeaways

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

John Clements and Leandros Kalisperas – Partner at LCP and CIO and the British Business Bank respectively - How Asset Owners Can Engage Effectively with Fossil Fuel Companies

Stephen Budge – Partner at LCP - Solved: The Challenges of Investing in Venture Capital

Barnaby Low - Strategic Client Portfolio Manager at Charles Stanley - Going for Growth: Priorities for Trustees and Boards