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

Investment Uncut

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المحتوى المقدم من Investment Uncut and Lane Clark. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Investment Uncut and Lane Clark أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The So What from BCG

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

منذ 6 أيام18:09

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18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

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

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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.…

Investment Uncut

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S5 Ep.20: Tail risk strategies with Joel Hartley 33:39

منذ 33 weeks33:39

33:39

In this week’s episode, Jacob Shah chats to Joel Hartley, Partner at LCP, on tail risk strategies. Before we interview Joel, Jacob also talks to Steve Webb, Partner at LCP, to get his insights on how the new Labour government might want to influence how pension schemes invest in the UK.

Investment Uncut

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S5 Ep.19: Financial coaching with Catherine Thomas-Humphreys from Maji 40:52

منذ 35 weeks40:52

40:52

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Catherine Thomas-Humphreys, financial coach at Maji. With Catherine we learn what financial coaching is, the benefits of financial coaching and some tips that listeners can use on their own financial journeys.

Investment Uncut

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S5 Ep.18: Bubbles and Rates with Torsten Sløk – Part II 28:44

منذ 37 weeks28:44

28:44

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.

Investment Uncut

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S5 Ep.17: Bubbles and Rates with Torsten Sløk – Part I 27:06

منذ 39 weeks27:06

27:06

Investment Uncut

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S5 Ep.16: Black Women in Asset Management with Jackie James 36:46

منذ 41 weeks36:46

36:46

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Jackie James, co-founder and direction of Black Women in Asset Management. With Jackie, we talk about the landscape for Black women in asset management and the work that she and others are doing to improve diversity, equity and inclusion in the industry. Before we interview Jackie, Laasya interviews Sapna Patel, Principal at LCP. Together they discuss the latest edition of LCP's investment magazine Vista and Sapna's article on social systemic risks. We find out what social systemic risks are, why they matter to investors and dive into the under-appreciated topic of Anti-Microbial Resistance a bit more. Follow the link to read Sapna's article: https://lcpuk.foleon.com/vista/lcp-vista-spring-2024/you-said-antimicrobial-resistance-our-survey-said…

Investment Uncut

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S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker 36:55

منذ 43 weeks36:55

36:55

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Andy Blocker, Global Head of Public Policy and Strategic Partnerships at Invesco. With Andy, we get the update from Washington on the key political and policy issues ahead of the US elections in November 2024. Before this Jacob talks to James Candia, Consultant at LCP, on the space economy. We find out what it is, what’s new about investing in the space economy and how you can actually invest in it.…

Investment Uncut

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S5 Ep.14: Using ethnographic research to capture growth opportunities in emerging markets 41:21

منذ 45 weeks41:21

41:21

In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging markets with Tassos Stassopoulos, Founder, Managing Partner and CIO at Trinetra.

Investment Uncut

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S5 Ep.13: Invisible Women 32:58

منذ 47 weeks32:58

32:58

In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran get together to discuss Caroline Criado-Perez’s Invisible Women. They also chat about the importance of investors taking a long-term view with David Archer, Client Director at ZEDRA Governance.

Investment Uncut

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S5 Ep.12: Election forecasts with Kelly Beaver 33:53

منذ 49 weeks33:53

33:53

In this week’s episode, Mary Spencer and Jacob Shah discuss election forecasts and keeping your finger on the pulse of society with Kelly Beaver, CEO at IPSOS. Before we interview Kelly, we also welcome back fellow co-host Laasya Shekaran from her three-month sabbatical. Laasya gives us her highlights from her trip, the biggest surprises and what she is most looking forward to now she’s home.…

Investment Uncut

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S5 Ep.11: Cycles and Swims with Peter Oppenheimer 34:52

منذ 51 weeks34:52

34:52

In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at Goldman Sachs’ Global Investment Research Group. We discuss his two books on equity market cycles and how they relate to the market dynamics we’re seeing today. In light of International Women’s Day 2024, Jacob Shah also interviews Mary who explains what this year’s theme #inspiredinclusion means to her.…

Investment Uncut

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Investment Uncut: PLSA Investment Conference Day 3 & Final Thoughts 33:41

منذ 52 weeks33:41

33:41

In the fourth and final episode of this special mini-series from the PLSA Investment Conference 2024, we bring you interviews with Sandra Carlisle, Head of Responsible Investment at USS and Nigel Peaple, Director of Policy and Advocacy at PLSA. Our regular Investment Uncut co-host Mary Spencer also returns to share her thoughts on the conference.…

Investment Uncut

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Investment Uncut: PLSA Investment Conference 2024 | Day 2 44:16

منذ 1 year44:16

44:16

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.

Investment Uncut

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Investment Uncut: PLSA Conference 2024 | Day 1 23:21

منذ 1 year23:21

23:21

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.

Investment Uncut

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Investment Uncut: PLSA Investment Conference 2024 34:20

منذ 1 year34:20

34:20

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.

Investment Uncut

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S5 Ep.10: Health Economics with Sreeram Ramagopalan 33:46

منذ 1 year33:46

33:46

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.

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