115 episodes

Investment Uncut is a podcast about investing. Hosts Mary Spencer and Dan Mikulskis are joined by guests each week as they get beyond the jargon to try and bring sense to the world of investing and bring 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 Wednesday.

Investment Uncut Lane Clark & Peacock

    • Business
    • 5.0 • 20 Ratings

Investment Uncut is a podcast about investing. Hosts Mary Spencer and Dan Mikulskis are joined by guests each week as they get beyond the jargon to try and bring sense to the world of investing and bring 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 Wednesday.

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

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

    Today we’re talking decision-making with Chris Martin who is an independent trustee and Executive Chair at ITS with over 30 years of experience working with pensions boards and committees to make better decisions for members’ best interests.

    Chris shares some of the key ingredients to good decision-making in this setting drawing on his experience of advising schemes, particularly those in stressed situations. We cover the need to think live in the room, be mission-driven and prioritise functional working groups focused on outcomes rather than grand set-piece meetings. Chris also covers his key asks of consultants and asset managers.

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

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

    This week we’re joined for the second time by Karen Ward, Chief Market strategist EMEA for JP Morgan Asset Management. Karen was also recently appointed to the chancellor’s council of economic advisers. A year after we last spoke to Karen we’re taking stock of the global rate-rising cycle, how far through we are, where interest rates might peak, how central banks will likely respond to data from here and whether a recession is on the cards.

    We look out into the future discussing whether markets have forecasted inflation and interest rates well or badly, and in particular what this means for bond investors going forward.

    Finally, we look at what the crucial data points are over the coming months and what Karen’s biggest worry is for the next year. If you’ve got any interest at all in making sense of the economic environment here and what it means for investors this is a must-listen!

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

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

    This week we’re revisiting one of the key market issues of the moment: DB pensions and LDI. First, we’re joined by LCP Partner Steve Hodder where we discuss some of the actions being taken by pension funds, frameworks for helping clients approach the decisions, a reminder of the core reasons behind LDI and its continued popularity, how the market for LDI is changing going forward and the role of leverage in investing.

    We are then joined by independent trustee Keith Scott for his perspective as a fund manager-turned-trustee reflecting on recent events, the role of LDI in the future, the challenges being navigated by managers and what he would like to see from managers going forward. If you’re interested in how one of the biggest market stories of recent years is evolving, this is a must-listen.

    • 51 min
    S4 Ep. 3 The Future of Infrastructure with James Baldwin

    S4 Ep. 3 The Future of Infrastructure with James Baldwin

    This week we’re joined by James Baldwin, Real Assets Researcher at LCP.

    We’re talking about the future of infrastructure investing. James shares his insights from recent research on a raft of new infrastructure assets and funds becoming known as “infrastructure 2.0”, including battery storage, EV charging, data centres, sustainable transport and, of course, renewable energy. We cover some of the characteristics of these investments compared to traditional infrastructure as well as the investment case.

    We cover the investment case for investing in, and decarbonising, more traditional infra assets. We also touch on a number of fund-level features of infrastructure investing such as open vs closed-ended, specialist vs multi-strategy etc.

    Anyone interested in infrastructure investing will get a lot out of this episode.

    • 39 min
    S4 Ep.2 The Future of Energy with Andy Bradley

    S4 Ep.2 The Future of Energy with Andy Bradley

    This week we’re joined by Andy Bradley, Partner in our energy team, LCP Delta. Andy’s work covers what’s known as the “demand side” of the energy system spanning things like energy efficiency, storage and smart meters. We discuss some of the features of the UK energy market that have contributed to the current moment and how these might change.

    We explore how the low-carbon energy transition relates to the current crisis and how the solutions being deployed for the transition also help address today’s issues.

    We also cover trends in the energy industry including efficiency, electrification, flexibility and storage, and how the demand side is set to take centre stage in the energy transition.

    Finally, we discuss how fundamentally different a decentralized energy grid based around renewables is compared to the current system and the implications. Anyone interested in understanding today’s energy market, and some of the challenges, as well as opportunities, will get a lot out of listening.

    • 40 min
    S4 Ep. 1 Inflation Nation

    S4 Ep. 1 Inflation Nation

    In this first episode of our fourth series, we are talking about inflation. Dan and Mary speak with a range of experts to get a rounded picture of the current moment.

    We discuss insights on the financial well-being implications of higher inflation at a national level and the role of governments, employers and individuals in supporting households. From the political angle, we discuss the current announced and planned support measures with Steve Webb. From the actuarial angle, we run through some of the myriad ways higher inflation may be impacting actuarial work and the running of pension schemes. And finally, we cover the investment angle. What have markets been doing and why, and how we have been advising clients to react.

    We aim to help listeners think through inflation in a more rounded way and uncover some underappreciated angles.

    • 57 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Frankie D64 ,

Entertaining and Useful

I am not a regular podcast listener but find this podcast to be an easy and entertaining listen. Dan and Mary have a very relaxed, professional approach.

Dpm252 ,

Great podcast

Great content and entertaining! Useful for anyone interested in investing.

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