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.

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” feature. Aaron talks about his call for action on climate change, supported by re-interpretation of pension scheme trustees’ fiduciary duty.

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.

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 new co-host, Jacob Shah, who will join Mary Spencer and Laasya Shekaran this season.

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.

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 Mayor of London, Nicholas Lyons. It was a real treat to speak to the Lord Mayor the same week as the Mansion House speech, which was so relevant to the conversation we’d already planned to have around productive finance and UK growth!

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.