Player FM - Internet Radio Done Right
18 subscribers
Checked 13d ago
تمت الإضافة منذ قبل five أعوام
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.
Player FM - تطبيق بودكاست
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
المدونة الصوتية تستحق الاستماع
برعاية
B
Biscuits & Jam


1 Biscuits & Jam Returns on March 4th for Season 6 with The War & Treaty! 1:42
1:42
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب1:42
Join us for the launch of Season 6 of Biscuits & Jam on Tuesday, March 4th, 2025 with The War and Treaty’s Michael and Tanya Trotter. Learn more about your ad choices. Visit podcastchoices.com/adchoices
S5 Ep9 Insurance-Linked Securities with David Garcia
Manage episode 398528986 series 2652992
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.
In episode nine, Mary Spencer and Jacob Shah explore insurance-linked securities with David Garcia, investment consultant within LCP’s manager research team. Before we interview David, we also speak to Alex Waite, Partner at LCP, for our “Views from the Boardroom” feature. With Alex, we discuss artificial intelligence, the discussions he’s been having with a wide range of groups on AI, what he thinks puts people off using AI and where to start.
…
continue reading
178 حلقات
Manage episode 398528986 series 2652992
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.
In episode nine, Mary Spencer and Jacob Shah explore insurance-linked securities with David Garcia, investment consultant within LCP’s manager research team. Before we interview David, we also speak to Alex Waite, Partner at LCP, for our “Views from the Boardroom” feature. With Alex, we discuss artificial intelligence, the discussions he’s been having with a wide range of groups on AI, what he thinks puts people off using AI and where to start.
…
continue reading
178 حلقات
كل الحلقات
×
1 S6 Ep.12: Michael Ambery: Should UK pensions go down under? 33:13
33:13
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:13
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.…

1 S6 Ep.11: Paul Rissman: Will the green transition increase inequality? 34:17
34:17
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب34:17
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.…

1 S6 Ep.10: Sir Paul Collier: Why doesn’t the Treasury learn from its mistakes? 33:53
33:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:53
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.…

1 S6 Ep.9: David Page: What should investors be looking out for in 2025? 42:13
42:13
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب42:13
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?…

1 S6 Ep.8: Happiness economics with Professor Lord Richard Layard 31:16
31:16
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب31:16
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.…

1 S6 Ep.7: Net zero investing with Border to Coast 33:30
33:30
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:30
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!…
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.…

1 S6 Ep.5: The impact of the US election on investors with Paul Gibney 31:26
31:26
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب31:26
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.…

1 S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik 35:54
35:54
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب35:54
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.…

1 S6 Ep.3: Investing in the energy transition with Sam Hollister 33:01
33:01
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:01
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.

1 S6 Ep.2: Reimagining your portfolio with Steve Hodder 34:36
34:36
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب34:36
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.

1 S6 Ep.1: Turning Turbulence into Tailwinds: An LCP Investment Conference 32:36
32:36
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب32:36
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.…
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!

1 S5 Ep.22: Challenging Assumptions with Charlotte O Leary 33:05
33:05
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:05
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!…

1 S5 Ep.21: Investing for the 22nd century 32:57
32:57
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب32:57
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.…
I
Investment Uncut

1 S5 Ep.20: Tail risk strategies with Joel Hartley 33:39
33:39
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:39
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.
I
Investment Uncut

1 S5 Ep.19: Financial coaching with Catherine Thomas-Humphreys from Maji 40:52
40:52
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب40:52
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.
I
Investment Uncut

1 S5 Ep.18: Bubbles and Rates with Torsten Sløk – Part II 28:44
28:44
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب28:44
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.
I
Investment Uncut

1 S5 Ep.17: Bubbles and Rates with Torsten Sløk – Part I 27:06
27:06
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب27:06
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.
I
Investment Uncut

1 S5 Ep.16: Black Women in Asset Management with Jackie James 36:46
36:46
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب36:46
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…
I
Investment Uncut

1 S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker 36:55
36:55
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب36:55
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.…
I
Investment Uncut

1 S5 Ep.14: Using ethnographic research to capture growth opportunities in emerging markets 41:21
41:21
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب41:21
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.
I
Investment Uncut

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.
I
Investment Uncut

1 S5 Ep.12: Election forecasts with Kelly Beaver 33:53
33:53
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:53
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.…
I
Investment Uncut

1 S5 Ep.11: Cycles and Swims with Peter Oppenheimer 34:52
34:52
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب34:52
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.…
I
Investment Uncut

1 Investment Uncut: PLSA Investment Conference Day 3 & Final Thoughts 33:41
33:41
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:41
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.…
I
Investment Uncut

1 Investment Uncut: PLSA Investment Conference 2024 | Day 2 44:16
44:16
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب44:16
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.
I
Investment Uncut

1 Investment Uncut: PLSA Conference 2024 | Day 1 23:21
23:21
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب23:21
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.
I
Investment Uncut

1 Investment Uncut: PLSA Investment Conference 2024 34:20
34:20
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب34:20
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.
I
Investment Uncut

1 S5 Ep.10: Health Economics with Sreeram Ramagopalan 33:46
33:46
التشغيل لاحقا
التشغيل لاحقا
قوائم
إعجاب
احب33:46
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.
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.