All Episodes

S7 Ep.31: The quick take on Private Credit: cracks or contagion?

S7 Ep.30: Is slugflation the new reality for investors?

S7 Ep.29: Is the Iran war nearing an end and what it means for energy markets and investors?

S7 Ep.28: Danny Latham - is the UK uninvestible?

S7 Ep.27: Quick Take on on what Eurobonds are telling us now

S7 Ep.28: Jeffrey Lin - who are the winners and losers from the AI revolution?

S7 Ep.25: The Quick Take on the Collective Defined Contribution (CDC) Market

S7 Ep.24: Pensions UK - supporting UK growth with Ian Connatty and Andy Gregory

S7 Ep.23: Pensions UK - aligning strategy with today’s market environment

S7 Ep.22: Investment Uncut: Pensions UK - Navigating the energy transition with Caroline Lucas and Clay Lambiotte

S7 Ep.21: How can “gender lens” investing benefit economic growth?

S7 Ep.20: The quick take on how to deliver actual productivity gains from AI

S7 Ep.19: Is space a serious investment theme?

S7 Ep.18: The quick take on LCP RI survey of investment managers

S7 Ep.17: Peter Harris: What can we learn from the next generation of venture capital investors?

S7 Ep.16: The quick take on Trump’s foreign policy and what it means for markets

S7 Ep.15: Mick Grady - what to look out for in 2026?

S7 Ep.14: The quick take on AI in healthcare

S7 Ep.13: Martin Lau & Ziqi Deng: why be pragmatic on China despite its historic ‘uninvestable’ tag?

S7 Ep.12: The quick take on pension schemes – liability or asset?

S7 Ep.11: Tony Davidow - is the illiquidity premium still justified?

S7 Ep.10: The quick take on unlocking value in secondary market transactions

S7 Ep.9: Chris Watling - are commodities the missing piece in today’s portfolios?

S7 Ep.8: The quick take on the UK Autumn Budget 2025

S7 Ep.7: Chris Dodwell - what’s next in the fight against climate change?

S7 Ep.6: The quick take on how tariffs have changed the global economy six months on

S7 Ep.5: Jeremy Rogers - can you really do well by doing good?

S7 Ep.4: The quick take on alternative credit ideas

S7 Ep.3: Howard Marks: what do you buy when (almost) nothing looks attractive?

S7 Ep. 2: The quick take on equity market concentration

S7 Ep.1: Kevin Patterson: Are pharma’s short-term pains a long-term opportunity?

S6 Ep.24: Alex Edmans: Why do smart people make bad financial decisions?

S6 Ep.23: Markets, MAGA and Megatrends

S6 Ep.22: Duncan Johnson: Should institutions invest in the UK’s high growth science & technology ecosystem?

S6 Ep.21: Alison Savas: From Alphabet to AI - how do you actually pick what to invest in?

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

S6 Ep.19: Libby Cantrill – What do Trump’s first 100 days (take 2) tell us?

S6 Ep.18: Jenny Harbord: Is affordable housing the next frontier for institutional investment?

S6 Ep.17: Robbie Mitchnick: How has the crypto landscape changed?

S6 Ep.16: PLSA Investment Conference Day 3

S6 Ep.15: PLSA Investment Conference Day 2 part II

S6 Ep.14: PLSA Investment Conference Day 2 part I

S6 Ep.13: PLSA Investment Conference Day 1

S6 Ep.12: Michael Ambery: Should UK pensions go down under?

S6 Ep.11: Paul Rissman: Will the green transition increase inequality?

S6 Ep.10: Sir Paul Collier: Why doesn’t the Treasury learn from its mistakes?

S6 Ep.9: David Page: What should investors be looking out for in 2025?

S6 Ep.8: Happiness economics with Professor Lord Richard Layard

S6 Ep.7: Net zero investing with Border to Coast

S6 Ep.6: Gen Z Investing

S6 Ep.5: The impact of the US election on investors with Paul Gibney

S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik

S6 Ep.3: Investing in the energy transition with Sam Hollister

S6 Ep.2: Reimagining your portfolio with Steve Hodder

S6 Ep.1: Turning Turbulence into Tailwinds: An LCP Investment Conference

S6: A Sneak Peek

S5 Ep.22: Challenging Assumptions with Charlotte O Leary

S5 Ep.21: Investing for the 22nd century

S5 Ep.20: Tail risk strategies with Joel Hartley

S5 Ep.19: Financial coaching with Catherine Thomas-Humphreys from Maji

S5 Ep.18: Bubbles and Rates with Torsten Sløk – Part II

S5 Ep.17: Bubbles and Rates with Torsten Sløk – Part I

S5 Ep.16: Black Women in Asset Management with Jackie James

S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker

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

S5 Ep.13: Invisible Women

S5 Ep.12: Election forecasts with Kelly Beaver

S5 Ep.11: Cycles and Swims with Peter Oppenheimer

Investment Uncut: PLSA Investment Conference Day 3 & Final Thoughts

Investment Uncut: PLSA Investment Conference 2024 | Day 2

Investment Uncut: PLSA Conference 2024 | Day 1

Investment Uncut: PLSA Investment Conference 2024

S5 Ep.10: Health Economics with Sreeram Ramagopalan

S5 Ep9 Insurance-Linked Securities with David Garcia

S5 Ep.8 Systemic risk in the financial sector with David Aikman

S5 Ep.7 Doughnut Economics

S5 Ep.6 China versus India with Claire Peck & Amit Mehta

S5 Ep.5 COP 28 and the important role of investors

S5 Ep.4 Residential property with Lucian Cook

S5 Ep. 3 Energy transition through a policy lens with Josh Buckland

S5 Ep.2 Dynamic demographics with Amlan Roy

S5 Ep.1 In the room where it happened

Season 4 Ep. 25 The Opportunity Index with Gavin Lewis

S4 Ep. 24 Bringing growth back to the UK, with the Lord Mayor of London

S4 Ep. 23 - Mansion House - DB call for evidence

S4 Ep. 22 Making responsible investment make sense with Adam Matthews

S4 Ep.21 Statistics in the real world with David Spiegelhalter

S4 Ep. 20 Stewardship and electric bikes with Helen Price

Investment Uncut on the road - the last word

Investment Uncut on the road - PLSA day two

Investment Uncut on the road - PLSA day one

Investment Uncut on the road - the PLSA preview

S4 Ep.19 With style: a factor investing deep dive

S4 Ep.18 Natural Capital with John Gilleland

S4 Ep. 17 - Human rights and your portfolio

S4 Ep.16 Re-imagining a fairer financial system with Delilah Rothenberg

Investment Uncut special: The wanderer returns

S4 Ep. 15 Leadership with Langley Sharp

S4 Ep.14 Credit where its due with Jeff Boswell

S4 Ep. 13 China: biases and narratives with Jason Hsu

S4 Ep. 12 Health in the UK with Stuart McDonald

S4 Ep. 11 The DB Pensions Buy-out Boom

S4 Ep.10 - Why Investors should be better quitters with Annie Duke

S4 Ep. 9 Expected Returns with Antti Ilmanen

S4 Ep. 8 The Intelligent Fund Investor with Joe Wiggins

S4 EP. 7 World Cup special

S4 Ep.6 How to decide when the stakes are high with Chris Martin

S4 Ep. 5 The big rate rise cycle with Karen Ward

S4 Ep.4 Gilts, LDI, DB Pensions and what’s next

S4 Ep. 3 The Future of Infrastructure with James Baldwin

S4 Ep.2 The Future of Energy with Andy Bradley

S4 Ep. 1 Inflation Nation

S3 Ep.43 Summer 2022 Wrap

S3 Ep. 42 Portfolio for the Future with John L Bowman

S3 Ep. 41 Multiples are not valuation with Michael Mauboussin

S3 Ep. 40 Emergency pod: what pension schemes are doing in higher interest rates

S3 Ep. 39 Asset manager diversity: the stats are in

S3 Ep. 38 Joy at work with Rebecca Newton

S3 Ep.37 Grow the pie with Alex Edmans

S3 Ep.36 Whistlestop tour of the LCP Strategic Portfolio

S3 Ep.35 GROW your decisions with Naomi L'Estrange

S3 Ep. 34 In the mind of the media with Charlotte Moore

S3 Ep. 33 The fundamentals of fund research with Deb Clarke

S3 Ep. 32 Tour de Real Assets with Andy Jacobson

S3 Ep. 31 Microaggressions with Mawa Turay

S3 Ep. 30 Behind every passive return sits an active investor

S3 Ep. 29 Inconvenient truths about private equity with Ludovic Phalippou

S3 Ep. 28 It’s not about “what”, but “so what” with Graham Jung

S3 Ep. 27 What we’ve learnt from (almost) 100 episodes

S3 Ep. 26 Risk revisited with Allison Schrager

S3 Ep. 25 The battery era

S3 Ep. 24 #BreakTheBias with Jessica Clark

S3 Ep. 23 The best and worst of times to be an investor with Joe Wiggins

S3 Ep. 22 Book club: Trillions with Robin Wigglesworth

S3 Ep.21 What you need to know about the new governance single code

S3 Ep. 20 Vote like an owner with Sonia Hierzig

S3 Ep.19 Guidance in the age of responsibility with Tom McPhail

S3 Ep.18 The Power of stories with Stacy Havener

S3 Ep.17 How to do meetings with Robert Thomas

S3 Ep. 16 The 2022 forecast of forecasts

S3 Ep. 15 The 2021 wrap

S3 Ep.14 The one about China with Chris Kushlis

S3 Ep.13 FYI with Maria Nazarova-Doyle

S3 Ep. 12 A new inflation era with Jon Camfield

S3 EP. 11 Dawn of a new interest rate cycle with Karen Ward

S3 Ep. 10 The COP26 debrief with Jason Mitchell

S3 Ep.9 From Bitcoin to Britcoin

S3 Ep.8 The future of inclusion

S3 Ep. 7 Bubbles, Quants and Value

S3 Ep. 6 The Great British investment chat

S3 Ep. 5 African institutional investors with Norbert Fullerton

S3 Ep.4 - Impact with Karen Shackleton

S3 Ep. 3 - Inside GB's power market with Rajiv Gogna

S3 Ep.2 - The tip of the iceberg

S3 Ep. 1 - Back to School Buzz

S2 Ep. 44 - Invest Like a DC scheme with Mark Thompson

S2 Ep. 43 - Invest Like an Endowment with Victoria Sant

S2 Ep. 42 - The Great European Reset

S2 Ep. 41 - Invest like a family office with Alex Scott

S2 Ep. 40 - Invest Like A Private Wealth Manager with Kevin Doran

S2 Ep. 39 - Pride in the City with Jess Horner and Luke Hothersall

S2 Ep. 38 - The Summer of Net Zero

S2 Ep. 37 - Young Money with Iona Bain

S2 Ep. 36 - Investing like an insurer with Rob Groves

S2 Ep. 35 - Banking on sustainability

S2 Ep. 34 - The Covid-19 wealth gap

S2 Ep. 33 - Invest like an open DB scheme

S2 Ep. 32 - The Age of Financial Empowerment

S2 Ep. 31 - The vaccine story

S2 Ep. 30 - Do you decide well?

S2 Ep. 29 - We're all in the media business now

S2 Ep. 28 - How big is big data with Mark Ainsworth

S2 Ep. 27 - Putting the Tiktok into investing

S2 Ep. 26 - Welcome to the roaring 20s

S2 Ep. 25 - What you need to know about TCFD

S2 Ep. 24 - When The Fund Stops

S2 Ep. 23 - Predicting the Budget with Steve Webb

S2 Ep. 22 - Zoomthink with Zoe Burdo

S2 Ep. 21 - The one about Bitcoin

S2 Ep. 20 - How does a hydrogen cooker even work?

S2 Ep. 19 - Covid-19’s most uncertain moment

S2 Ep. 18 - Cakeism in Joe's America

S2 Ep. 17 - Book Club: Rebel Ideas with Laasya Shekaran

S2 Ep. 16 - Broadening the investment industry with Sophie Carter

S2 Ep. 15 - Climate scenarios with Claire Jones

S2 Ep. 14 - Uncorrelated Reflections part 2

S2 Ep. 13 - Uncorrelated Reflections part 1

S2 Ep. 12 - Active ownership for passive managers with Sonja Laud, LGIM

S2 Ep. 11 - Global property investing with Andy Jacobson

S2 Ep. 10 - Growth investing with Charles Plowden

S2 Ep. 9 - Election Special With Natalie Brain

S2 Ep. 8 - An epidemiologist's perspective with Jonathan Pearson-Stuttard

S2 Ep. 7 - Being a deliberate amateur with Sally Bridgeland

S2 Ep. 6 - Asset allocation for individuals with Ben Seager-Scott

S2 Ep. 5 - Emotional liquidity with Greg Davies

S2 Ep. 4 - Financial wellness with Heidi Allan

S2 Ep. 3 - Being Black in the City part 2

S2 Ep. 2 - Being Black in the City part 1

S2 Ep. 1 - The state of the economy with Natalie Brain

Ep. 22 - Wrap Up

Ep. 21 - Investing In Energy

EP. 20 - Global Wealth Strategy with Chris Ralph of SJP

Ep. 19 - Manager Selection in Private Wealth with Ryan Hughes

Ep. 18 - Inflation with Jon Camfield

Ep. 17 - Negative rates – why do it?

Ep. 16 - Income investing with Hish Ravindra

Ep. 15 - Investing in Private Credit with Steve Hodder

Ep. 14 - The Book Club – The Man Who Solved the Market

Ep. 13 - Government in a crisis

Ep. 12 - Latest on UK Property and Real Asset investing with Andy Jacobson

Ep. 11 - Deepdive on Emerging Markets with Anais Caldwell-Jones

Ep. 10 - Forecasting in volatile times with Natalie Brain

Ep. 9 - Themes and ideas: investing through Covid-19 with Matt Gibson

Ep. 8 - Getting behind Groupthink with Zoe Burdo

Ep. 7 - Book Club: The Big Short with Nisha Gogna

Ep. 6 - Understanding Risk with Allison Schrager

Ep. 5 - How people invest with Nikki Matthews

Ep. 4 - Lessons learned from crises with Stuart McKinnon

Ep. 3 - Responsible Investing with Claire Jones

Ep. 2 - Coronavirus and forecasts with Natalie Brain

Ep. 1 - Investment Managers with Matt Gibson