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Investment Uncut is a podcast about investing. Hosts Mary Spencer and Dan Mikulskis are joined by guests each week as they get beyond the jargon to try and bring sense to the world of investing and bring 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 Wednesday.
 
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show series
 
This week we’re joined by MD of 2020 trustees Naomi L’Estrange. We discuss her top tips and frameworks for better decision making (including the GROW model), what she’s seen work in investing and why the biggest risk might be risk aversion and not making decisions. We also cover how to review underperforming managers in today’s environment and refl…
 
This week we speak to award-winning freelance finance journalist and communications consultant Charlotte Moore! We discuss how the media covers finance and investing, things asset managers tend to get wrong and right with their communications, and how the changing media landscape impacts the industry. We finish with an array of top communications t…
 
This week we’re joined by Deb Clarke. These days, Deb is a NED following a long career in the City spanning asset management and fund research. We discuss – what Deb thinks the consulting and fund management industry have got right and wrong over the years. We dive into some of her principles for fund research, as well as some of her worst research…
 
This week we’re joined again by LCP’s head of Real Assets research Andy Jacobson. During a difficult year for investors, Real assets are in the spotlight for all sorts of reasons: potential portfolio diversifiers, protection from higher inflation, and also risks from decarbonisation and changes to energy strategy. At the same time, we’re seeing a r…
 
Have you heard the term microaggression? Today we’re speaking to Diversity, Equity & Inclusion consultant Mamawa Turay who is taking us through the topic of microaggressions in the workplace. We cover what they are, the significant (and often underappreciated) negative impact they can have, how to spot them, what to do, and why giving them a label …
 
This week we speak to Matt Gibson, head of Manager Research at LCP. Matt’s been asking some interesting questions about passive investing of late, which we debate, including: does the success of passive (ironically) rest on a belief in active management? And, should the onus be on passive managers as opposed to active managers to justify their appr…
 
This week we speak to Ludovic Phalippou professor of Financial Economics at the Saïd Business School. Ludovic found himself at the centre of a storm 2 years ago following the publishing of his paper: Inside the billionaire factory which took a critical look at private equity and many of the questionable practices which take place in the marketing a…
 
This week we speak to independent trustee director Graham Jung from Ross Trustees. We cover Graham’s advice to consultants and asset managers working with trustees, including key things they miss, and the questions trustees should be asking right now. We discuss why Graham believes trustees are not the impediment to better decision making they are …
 
In this episode, Dan and Mary reflect on many of the learnings that have come from the podcast so far, including some frequently asked questions including building and targeting an audience, the practicalities, and some of the trade-offs involved like time, depth, breadth. They go behind the scenes on the process involved in putting out the podcast…
 
This week we speak to Allison Schrager, author, Bloomberg columnist, and senior fellow at the Manhattan Institute. Allison specialises in the intersection of economic policy and finance, leading to some fascinating recent insights into behavior and risk. We discuss some of Allison’s recent work such as: why Americans should be more like Europeans, …
 
This week we’re joined by Jessica Clark, a Consultant in LCP's Insurance Consulting Team, and fellow podcast show host on LCP's Insurance Uncut. On the week of International Women's Day, Jessica joins us to discuss what IWD means to her, her experiences of being a woman in the industry and the importance of allyship.…
 
This week we’re joined by investment author and Director of Liquid Markets at St James Place, Joe Wiggins. Joe is a former fund manager who has written extensively on many of the prevalent and underappreciated behavioural risks in investing. We discuss some of Joe’s recent work including why investors should ignore macro forecast, why setting belie…
 
This week it’s book club time as we speak to FT journalist and author of the book “Trillions”, Robin Wigglesworth. Trillions tells the story of how a band of renegades invented the index fund and changed Wall Street forever. We discuss Robin’s research process of writing the book, consisting of many interviews including with Jack Bogle and weaving …
 
This week we speak to governance expert Rachika Cooray. We delve into the forthcoming single code of practice applying to UK pension schemes, covering the what, why, and when. We discuss what’s new, what’s underappreciated, and what’s surprising about it. And governance, in general, reflecting on Rachika’s experience working with many trustee and c…
 
This week we’re talking about something that often goes underappreciated – voting. Voting by asset managers, on behalf of their asset owner clients at company Annual General Meetings (AGM’s). We’re talking to the author of an influential research piece benchmarking the voting activity of a huge chunk of the asset management industry, Shareaction’s …
 
This week we’re talking consumer financial engagement with Tom McPhail, Director of Public Affairs at research consultancy the Lang Cat. In a previous role, Tom spent a decade as Head of policy at investment platform Hargreaves Lansdown. In this episode, we cover the transition to individual responsibility for pensions and savings in the UK, the ro…
 
This week we’re talking about one of the most important and effective communication mediums known to man – stories! Our guest Stacy Havener has worked with boutique fund managers helping them tell their stories in more compelling ways and in the process has helped raise billions of dollars in assets for up-and-coming managers. Stsacy walks us throu…
 
This week we’re talking decision making with professional Trustee Robert Thomas. We cover chairing investment boards, avoiding groupthink, and making good decisions in a complex environment.We also take a deep dive into why having a clear plan is so essential to moving forward, the value of getting advisers on the same page, and the underappreciate…
 
This week we’re talking China with Chris Kushlis of T Rowe Price. We ask all the China-investing questions on our minds, including how to think about Evergrande, this year’s tech crackdown, and the ever-present risk of a China slowdown or hard landing damaging the world economy. Chris highlights the key things to focus on when looking at China and …
 
In this week's episode, we’re talking big themes with Scottish Widow’s Head of Pensions, Investment & RI Maria Nazarova-Doyle. We catch up on Maria’s time at COP26 and hear her reflections on it, what she is thinking about the Net Zero transition over the next decade, and how this will influence the £170bn of assets run by Scottish Widows.…
 
In this week's episode, we’re talking inflation with LCP’s Jon Camfield. We catch up on the latest inflation stats, how investors and pension schemes should think about these, and get onto the big question: Is this a temporary or a structural shift into a new regime? Have we got lazy over the last two decades with low and stable inflation? And what…
 
On this week’s show, we welcome Karen Ward, Chief Market Strategist EMEA at JP Morgan Asset Management. We discuss: how investors should think about inflation and central bank reactions. Why this rate hiking cycle might be more like that of the 2000s, and how some economic models are getting challenged.…
 
This week we welcome Jason Mitchell, Man Group’s Co-Head of Responsible Investing. We discuss Jason’s experiences attending COP26 and some of the main things he’s taking away. Including: what the COP26 decisions mean for investors, Net Zero, emerging markets, and what next to look for in Responsible Investment.…
 
This week, show hosts Dan Mikulskis and Mary Spencer are delighted to welcome back Senior Consultant and fund researcher at LCP, Nikki Matthews. Following a recent research piece from Nikki on Govcoins, they delve into digital currencies, including a digital currency the UK Government is looking to launch, and the implications this will have.…
 
This week’s guest is Zoe Burdo, Co-Chair of LCP’s D&I Steering Group and we’re talking about the future of inclusion in the investment industry. Prompted by the recent FCA discussion paper, which many firms will have completed we delve into some of the discussions that went into LCP’s views on the discussion paper. We cover key barriers to progress…
 
This week’s guest is Rob Arnott, quant researcher and founder of Research Affiliates. We discuss the principles of fundamental indexing, the definition of bubbles and anti-bubbles, the future of value investing, what quant researchers tend to get wrong, and the right questions to ask of any backtest. We put some big questions to Rob including: has …
 
This week’s guest is Head of Pensions and Savings at investment platform Interactive Investor, Becky O’Connor. We cover the results of a recent large-scale survey of individuals’ hopes and worries about investing for retirement, as well as a wider discussion of the conversation the investment industry needs to have with individuals.…
 
This week’s guest is LCP partner Norbert Fullerton who sheds some light on the investment approaches and social role of African institutional investors, as well as sharing some thoughts on his own professional journey and where the industry stands today on diversity and inclusion.על ידי Lane Clark & Peacock
 
In this week’s episode, we speak to Karen Shackleton, founder of Pensions for Purpose and independent investment adviser and NED on impact investing. We cover Karen’s background and journey to setting up Pensions for Purpose, the growth she sees in impact investing when speaking with asset owners and asset managers, and the possibilities for the fu…
 
In this week’s episode, we speak to Energy Analytics expert Rajiv Gogna about the recent bizarre goings-on in the GB power markets. We hear an explainer on how the GB’s electricity market actually works, what’s been happening this month, and what it all means for the future.על ידי Lane Clark & Peacock
 
In this week’s episode, we discuss our recent climate investment risk report, along with co-author Laasya Shekaran. We cover how we analysed our database of UK asset owners for climate risks, and what some of the key and surprising conclusions were as well as the tangible next steps that investors can take.…
 
Welcome back for season 3 of Investment Uncut! To hit the ground running, we are joined by LCP’s CEO Aaron Punwani to talk about the future of hybrid work and reflect on the last 18 months, including the benefits of Diversity & Inclusion that we’ve seen.We discuss:על ידי Lane Clark & Peacock
 
In this sixth episode of our "Invest like a..." mini series we speak to Mark Thompson, investment committee member at multiple DC schemes. We discuss –Investment philosophyProviding options for a vast DC pension membership baseThe structure of a good DC schemeo Well constructed defaulto Lifestyle planso Freestyle options (up to around 20)For DC sch…
 
This week we speak to Victoria Sant, investment committee member at the National Trust.We discussThe need to know what you ownPutting investment beliefs and charitable missions into practiceMixing emotive issues with risk and returnGetting deep alignment with the managers of your assetsSome of the challenges Victoria’s seen overtimeTips for making …
 
This week we speak to Katharine Neiss, Chief European Economist for PGIM Fixed Income to take stock on where we are in terms of the recovery in Europe. We discuss – - What’s the current state of play in terms of the European post-Covid-19 recovery (vs expectations at the start of the year and vs the US, Asia)- What data points is Katharine watching…
 
This week we speak to Alex Scott, Chairman of Schroders Global Family Office services, and founder of Sandaire family office. We discuss: - Alex’s journey of setting up and growing a multi-family office - Strategy not tactics in investing – be very clear on the difference - Focusing on a 5-year view in a world full of news about the last week - Dec…
 
This week we speak to MD and CIO at Wealth Manager AJ Bell, Kevin Doran.We discussKevin’s guiding principles in investing and what’s worked well / less well over the years.Investment decision making – groupthink etc. Kevin has seen big changes and discusses what he’s most focusing on over the next few months.Guiding principles: the single most impo…
 
This week we have a very special episode in honour of Pride Month, and we’re delighted to be joined by two LCP colleagues, Jess Horner and Luke Hothersall. Jess and Luke share their experiences of being gay in the city, and we also discuss wider LGBT+ issues with them.We discuss:What Pride Month means to Jess and LukeThe impact of changing attitude…
 
This week we speak to Lothian Pension Fund’s Head of Responsible Investment, and well-known figure and podcaster in the UK responsible investment scene, David Hickey.We discuss:Net Zero is very much “of the moment” – but is that a good thing or bad thing?Transitioning key sectors (eg utilities, mining), observationsReflections on UK government comm…
 
This week we sit down with author, podcaster and go to girl on young peoples’ money questions: Iona Bain.We discussWhat first got Iona into working on the Young Money blog, highlights from a decade in the business, research on Gen Z vs Millennial habits and what that could mean for both saving and investing in the future. In addition we explore wha…
 
We are joined by Rob Groves, CIO of Pension Insurance Corporation, a $50bn asset owner and bulk annuity writer. We discuss Rob’s philosophy on investing, how insurers approach investment, the role of regulation, changes and trends he’s seen as well as current market concerns. PhilosophyAs an insurer they are not focusing very much on the performanc…
 
We speak to Shyam Gharial, sustainable investing researcher at LCP, on a big research project he’s been doing, looking at setting up corporate bond mandates with sustainability criteria. It aims to tilt portfolios away from companies with bonds most exposed to sustainability-related risks. This has had some interesting results and is particularly r…
 
As we finally start seeing real light at the end of the Covid-19 tunnel with the country opening up into summer, show hosts Dan Mikulskis and Mary Spencer sit down to LCP's Heidi Allan who has done a huge amount of research to understand the impact of Covid-19 on people's finances and overall wellbeing with some surprising conclusions. We discuss -…
 
In the first of our "Invest like a..." mini series, show hosts Dan Mikulskis and Mary Spencer welcome Richard Williams, CIO of RailPen, onto the show to have a conversation about investing like an open DB scheme. Richard started his career at LCP, which was colloquially known by his flatmate (who was also a trainee actuary) as Lane Clark and Payche…
 
We welcome James Coney money editor at The Times & Sunday Times to discuss his four pillars of personal finance as well as trends he has seen overtime in the investing/fund management space.We discussJames’ four pillars of personal finance:MortgageSavingsPensionsInvestmentsAim to have regular conversation with readers week after week coming back to…
 
At the start of world immunization week show hosts Dan Mikulskis and Mary Spencer take stock with Dr Jonathan Pearson-Stuttard of where we are in the Covid-19 vaccine rollout, reflecting back to the uncertain moments of January 2021. We cover what to look out for in coming weeks, what the medium term future looks like and some of the lessons learnt…
 
We welcome LCP's Nikki Matthews to discuss decision making in the investment world.We discuss:- Nikki’s Vista article - Are investors fundamentally decision makers?- Decision making is often influenced by circumstances and those around us.- It’s easy to slip into a role.- (Listen to the podcast that Dan references several times with Jeff Housenbold…
 
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זכויות יוצרים 2022 | מפת אתר | מדיניות פרטיות | תנאי השירות
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