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

Investment Uncut

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The Menendez Brothers | Five-Year Plan | 1 43:56

منذ 1 year43:56

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43:56

On August 20th, 1989, Lyle and Erik Menendez shot and killed their own parents. Until then, this Beverly Hills family had been a portrait of the American Dream. How did it go so wrong? To listen to all four episodes of 'The Menendez Brothers' right now and ad-free, go to IntoHistory.com . Subscribers enjoy uninterrupted listening, early releases, bonus content and more, only available at IntoHistory.com . If you or someone you know is in crisis, there is free help available at mhanational.org Learn more about your ad choices. Visit megaphone.fm/adchoices…

منذ عام واحد 42:13

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As we head into 2025, the economic landscape is shifting. In this episode, we break down the key macroeconomic themes shaping the year ahead. What does the growth trajectory look like amidst evolving global challenges? Will interest rates finally stabilise, or is more turbulence ahead? Inflation remains a pressing concern—are central banks winning the fight, or are we facing a new normal?

178 حلقات

#Business #Investment Uncut #Lane Clark

Investment Uncut

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

Investment Uncut

18 subscribers

published منذ عام واحد

MP3•منزل الحلقة

178 حلقات

#Business #Investment Uncut #Lane Clark

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Investment Uncut

1
S6 Ep.12: Michael Ambery: Should UK pensions go down under? 33:13

منذ 13 يومًا33:13

33:13

Australia’s superannuation system is often hailed as a global success story, but what can UK pension schemes learn from it? With growing regulatory pressures, consolidation trends, and a shifting investment landscape, are there lessons from down under that could help shape the future of UK pensions? In this episode, we speak with Michael Ambery of Standard Life to explore how Australia’s superfunds are structured, how they operate and what this means for how they invest.…

Investment Uncut

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S6 Ep.11: Paul Rissman: Will the green transition increase inequality? 34:17

منذ 27 يومًا34:17

34:17

What if the green transition – meant to save the planet – ends up making inequality worse? We often think of climate action as a universal good, but the reality is more complex. The shift to a low-carbon economy is set to create winners and losers, not just between industries, but within societies. So, who bears the cost? And how can institutional investors, ensure that tackling climate change doesn’t come at the expense of social cohesion? In this episode, we speak with Paul Rissman of Rights CoLab on his recent paper exploring how climate finance decisions can widen economic divides – and what can be done to mitigate this risk.…

Investment Uncut

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S6 Ep.10: Sir Paul Collier: Why doesn’t the Treasury learn from its mistakes? 33:53

منذ 6 weeks33:53

33:53

In this episode, we speak to Paul Collier (Professor of Economics and Public Policy at the Blavatnik School of Government at the University of Oxford) on the subject of his latest book “Left Behind”. We explore the economic divides reshaping societies, why certain places have been left behind and what policymakers, regulators and investors do to help these communities catch up.…

Investment Uncut

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S6 Ep.9: David Page: What should investors be looking out for in 2025? 42:13

منذ 8 weeks42:13

42:13

Investment Uncut

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S6 Ep.8: Happiness economics with Professor Lord Richard Layard 31:16

منذ 12 weeks31:16

31:16

Are you happy? Do you think you’re happier than you were 20 years ago? Or, put a different way, why aren’t you happier despite living in one of the wealthiest periods in history? Three simple questions, but all of them have complicated answers. So how do we start to unpick this? In this episode, we dive into the world of happiness economics with Professor Lord Richard Layard. We explore the factors that drive happiness, why GDP isn’t the ultimate goal, and how policies could shift to prioritise well-being over consumption. For our Views from the Boardroom section, Jacob interviews fellow co-host Laasya who is unfortunately leaving LCP. They discuss Laasya’s career so far, highlights from her time at LCP and her favourite episode of Investment Uncut that she’s hosted.…

Investment Uncut

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S6 Ep.7: Net zero investing with Border to Coast 33:30

منذ 14 weeks33:30

33:30

This week we are joined by two guests from the Border to Coast Pensions Partnership: Tim Manuel, Head of Responsible Investment and Teju Akande, Climate Change Manager. Before speaking to Tim and Teju, we also speak to LCP Partner Clay Lambiotte. We hear about how sovereign wealth funds are thinking about their investments, the recent conference Clay attended in Oman (where Elon Musk was the keynote speaker) and whether we’ll be having events on the Moon in the future!…

Investment Uncut

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S6 Ep.6: Gen Z Investing 32:52

منذ 16 weeks32:52

32:52

In this episode, we speak to our very own Gen Z representative, Koko Lotharukpong, about how Gen Z investors will shape the future of investing! Before talking to Koko, we also speak to Michelle Thompson-Dolberry, Chief Diversity Equity and Inclusion Officer at MFS. She explains how, when DEI is done well, it makes things better for everyone.…

Investment Uncut

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S6 Ep.5: The impact of the US election on investors with Paul Gibney 31:26

منذ 17 weeks31:26

31:26

Elections can represent big shifts in political power that alter a nation's direction and economic policies, which influences investor sentiment and market returns. And we’ve arguably gone through the biggest election so far this year! So, what is the impact on investors of the US election result? In this episode, we’re joined by Paul Gibney (Head of Macroeconomic research at LCP) to discuss the possible policy changes in the US administration, market reaction and potential longer-term impact on global economies.…

Investment Uncut

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S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik 35:54

منذ 18 weeks35:54

35:54

In this episode, we question the limits of modern portfolio theory with Jon Lukomnik, co-author of Moving Beyond Modern Portfolio Theory and credited by Forbes as a pioneer of modern corporate governance. We challenge a cornerstone of finance and whether it is fit for purpose in today’s complex and interconnected world.…

Investment Uncut

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S6 Ep.3: Investing in the energy transition with Sam Hollister 33:01

منذ 20 weeks33:01

33:01

In this week’s episode, we chat to Sam Hollister, Head of Energy and Policy at LCP Delta, on investing in the energy transition. Before we interview Sam, Jacob talks to Sarah Leslie, Professional Trustee at NDapt for our ‘Views from the Boardroom’ segment.

Investment Uncut

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S6 Ep.2: Reimagining your portfolio with Steve Hodder 34:36

منذ 22 weeks34:36

34:36

Steve Hodder, Partner at LCP, joins the hosts this week to chat reimagining your portfolio. Before we interview Steve, Laasya talks to Surendra Ravikumar, Analyst at LCP, on his new blog looking at deflation as a systemic risk and what the impact could be on defined benefit pension schemes.

Investment Uncut

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S6 Ep.1: Turning Turbulence into Tailwinds: An LCP Investment Conference 32:36

منذ 24 weeks32:36

32:36

In this episode, we bring you the highlights from our Investment Conference: Turning Turbulence into Tailwinds. Covering topics such as geopolitical instability, transition resources, the US election, purposeful investing, private markets and even astropolitics! We chat to guests and speakers to bring you the highlights of the conference, their key takeaways and new investment ideas.…

Investment Uncut

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S6: A Sneak Peek 7:52

منذ 25 weeks7:52

7:52

In this preview, Jacob and Laasya set out what listeners can look forward to in the coming season: from markets, to elections, to Gen Z trends and even how to invest in a way that makes you happy… it’s going to be a great season full of exciting topics!

Investment Uncut

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S5 Ep.22: Challenging Assumptions with Charlotte O Leary 33:05

منذ 29 weeks33:05

33:05

In our final episode of the series, Jacob Shah and Laasya Shekaran speak to Charlotte O’Leary, CEO of Pensions for Purpose. She gives us a great insight into the assumptions we currently make in the world of investing that we need to challenge. Before this discussion, we reflect on our highlights over the series so far – discussing some of our favourite topics that were covered. We also have a call for action for listeners to let us know if there are any key topics they want covered in our next series!…

Investment Uncut

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S5 Ep.21: Investing for the 22nd century 32:57

منذ 31 weeks32:57

32:57

In this week’s episode Jacob Shah and Laasya Shekaran are joined by two guests: Emma Hunt, head of Responsible Investment at HSBC Bank Pensions Trust and Stephen Barrie, Deputy Chief Responsible Investment Officer at the Church of England Pensions Board. Both guests give us a great insight into how long-term asset owners are thinking about systemic risks and universal ownership.…

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