Investment Uncut

Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laetitia Anstee-Parry and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing 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 other Wednesday.

Investment Uncut is a business podcast hosted by Lane Clark & Peacock, with 230 episodes on record and a Required Pod Score of 80.

Lane Clark & Peacock hosts Investment Uncut, a business show with 230 episodes published.

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  Investment Uncut

  S8 Ep.1: Timandra Harkness - When did avoiding risk become a virtue?

  Sep 30, 202631 min

  We kick off Season 8 of Investment Uncut by speaking to Timandra Harkness - writer, presenter and comedian - and the author of Risk & Responsibility. We discuss Timandra’s recent blog, Dare to Be Free, and explore why risk has become such a defining issue for society, institutions and the pensions industry. Together, we explore the growing tension between protecting people from harm and giving them the freedom to make decisions in the face of uncertainty. Have we come to treat safety, stability and predictability as moral virtues in their own right - and, if so, what might that cost us? Responsible decision-making cannot mean eliminating risk altogether. So why can investment committees find comfort in following the consensus? And could regulation sometimes encourage excessive defensiveness rather than better long-term outcomes?

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  Investment Uncut

  S7 Ep.40: Sam Gray - can you make money in healthcare?

  Jul 15, 202619 min

  Healthcare is one of the UK's largest and fastest-evolving sectors, driven by an ageing population, technological innovation and growing demand for care. But beyond the headlines, where are the most compelling investment opportunities, and why has healthcare become such an attractive area for private equity? In this episode, Letty and Aaron are joined by Sam Gray, Portfolio Manager at Apposite Capital, to explore the investment case for UK healthcare. Together, they discuss how to identify opportunities across the sector, the trends shaping the market, and why healthcare can offer the potential to deliver both attractive long-term returns and better patient outcomes.

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  Investment Uncut

  S7 Ep:39: The Quick Take - What do the FIFA World Cup and global investing have in common?

  Jul 9, 202619 min

  In this episode of The Quick Take, Aaron and Jacob sit down with LCP's Investment Partner Amlan Roy to unpack the surprising insights from his latest research on the 48 nations competing in the expanded FIFA World Cup. From demographics and education to migration, gender equality, and governance, they explore the hidden forces shaping economic growth — and where the world's next investment opportunities may emerge. Why do some countries thrive while others fall behind? And why are demographics only part of the story?

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  Investment Uncut

  S7 Ep.38: Hitakshi Mehra - can India become the next global growth engine?

  Jul 1, 202622 min

  India has been one of the world's fastest-growing major economies over the past two decades, but its representation in Emerging Market Indexes has significantly reduced as valuations have been lower and South East Asian countries have seen their markets surge due to their AI Technology Stocks. As global supply chains shift, demographics evolve and economic reforms continue to reshape the country, is India becoming the next global growth engine? In this episode of Investment Uncut, Letty and Aaron are joined by Hitakshi Mehra, Investment Specialist for Emerging Market & Asia Pacific Equities at J.P. Morgan Asset Management, to explore the investment case for India.

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  Investment Uncut

  S7 Ep.37: The Quick Take on SpaceX IPO, the implications for markets and those that invest

  Jun 24, 202621 min

  In this episode of The Quick Take, Aaron, Letty and Jacob discuss the launch of the Space X’s IPO. It just shattered records with the largest IPO in history, and the Investment Uncut podcast is breaking down what it means for your portfolio. In just 20 minutes, Aaron and Letty debate whether SpaceX's astronomical valuation is a generational opportunity or a dangerous Fear of Missing Out trap. They dive into why the Nasdaq fast-tracked the stock while the S&P 500 locked it out, how the unique rolling lock-up schedule will trigger massive price swings, and whether Elon Musk is simply too big to govern while running four mega-companies at once.

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