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.

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.

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.

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.

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 groups on AI, what he thinks puts people off using AI and where to start.

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 recently in the role of Technical Head of Division in the Financial Stability Strategy and Risk Directorate where he led the Bank’s work on various macroprudential issues.

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, Head of Sustainability at IGG, for our “Views from the Boardroom feature”. We hear from Tegs about how she is shifting the discussions around sustainability from reporting to real world action on the boards she sits on, how we can power possibility in DB pensions to encourage more impactful investments and thoughts on the outcomes of COP 28.

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.

Before we interview Amit and Claire, Laasya Shekaran also speaks to Kelly Tran, Head of UK Institutional Sales at MFS, for our “Views from the Boardroom” feature. With Kelly, we talk about the discussions she’s having with her clients and current areas of focus for the PLSA Policy Board (of which she’s a member).

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 Shekaran are joined by two guests: Steve Waygood, the Chief Responsible Investment Officer at Aviva Investors (who first attended COP back in 2000, for COP 6!) and LCP Partner Mark Watts, who leads some of our innovative work combining expertise from our energy business LCP Delta with our Investment team to help investors find the right investment opportunities to support the energy transition, whilst delivering attractive returns.

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 by defined benefit pension schemes, the changes Joel’s clients are making to their investment strategies, and thinking carefully about illiquid assets for both well-funded and less well funded pension schemes.