Investment Uncut

Lane Clark & Peacock

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.

  1. S7 Ep.24: Pensions UK - supporting UK growth with Ian Connatty and Andy Gregory

    1D AGO

    S7 Ep.24: Pensions UK - supporting UK growth with Ian Connatty and Andy Gregory

    “If you look at the structure of the UK market, only around 10% of the venture fund capital comes from pension funds (compared with 70% in the US). Increasing pension fund participation creates a win-win-win: makes more capital available for companies; supports the creation of bigger vehicles for the venture community, and gives pension funds an opportunity to deploy long term capital that can be transformative for the ecosystem.” Ian Connatty. In this episode, we explore how institutional investment can support UK growth. To help our conversation, we’re joined by: Ian Connatty, Managing Director of the British Growth Partnership. Ian sets out how frameworks can help investors think about venture capital allocations, and what it will take for investment in UK growth to really take off. Andy Gregory, CEO of the British Growth Fund. Andy gives us his take on place based investing and outlines how the challenges when allocating to UK assets can be addressed. This episode is in a three-part mini-series of Investment Uncut, covering some of the key themes being discussed at the Pensions UK Investment Conference 2026. Check out our other two episodes, focussed on aligning strategy with today’s market environment and navigating the energy transition.

    24 min
  2. S7 Ep.23: Pensions UK - aligning strategy with today’s market environment

    2D AGO

    S7 Ep.23: Pensions UK - aligning strategy with today’s market environment

    “In general, very few geopolitical shocks particularly, conflicts or regime changes, have a meaningful impact on markets over the long term. There are short term issues but from our perspective we think about the bigger picture. We make sure that we are taking a consistent level of risk which generate returns.” Ryan Boothroyd. In this episode, we explore how to see through the noise of today’s market environment to make effective investment strategy decisions. To help our conversation, we’re joined by: Ryan Boothroyd, Head of External Management at Border to Coast Pensions Partnership. Ryan gives us insights into how he thinks about geopolitical vs market risk; whether we’re in “bubble territory” on asset prices; and how to apply local objectives to a global opportunity set. Zuhair Mohammed, Head of investment at LCP. Zuhair shared his key takeaways from this year’s Pensions UK conference and reflects on the discussions around the current economic environment as well as how investors can think about opportunities and risks as they look ahead to the rest of the year. This episode is in a three-part mini-series of Investment Uncut, covering some of the key themes being discussed at the Pensions UK Investment Conference 2026. Check out our other two episodes, focussed on supporting UK growth and navigating the energy transition.

    21 min
  3. S7 Ep.22: Investment Uncut: Pensions UK - Navigating the energy transition with Caroline Lucas and Clay Lambiotte

    3D AGO

    S7 Ep.22: Investment Uncut: Pensions UK - Navigating the energy transition with Caroline Lucas and Clay Lambiotte

    “When we’ve got situation where around £50bn a year is spent through [pension] tax reliefs ... Given that’s coming from general taxation, I think it’s entirely legitimate that actions are taken that are in line with the general direction of government. And most governments thankfully do want to address the climate and nature crisis.” Caroline Lucas In this episode, we explore how to navigate the evolving landscape of the energy transition. To help our conversation, we’re joined by: Caroline Lucas, former Leader of the Green Party of England and Wales. Caroline gives us her take on her debate with Michael Gove on the right approach to net zero, sets out the delicate balance between responsible stewardship and interference with corporate & political decision-making and gives an insider view on the political debate around delivering a low-carbon economy. Clay Lambiotte, Partner at LCP. Clay explains how the drivers for the energy transition are changing at pace, outlines the common barriers to investing in this space, and highlights progress we should look out for next. This episode is in a three-part mini-series of Investment Uncut, covering some of the key themes being discussed at the Pensions UK Investment Conference 2026. Check out our other two episodes, focussed on aligning strategy with today’s market environment and supporting UK growth.

    21 min
  4. S7 Ep.21: How can “gender lens” investing benefit economic growth?

    MAR 4

    S7 Ep.21: How can “gender lens” investing benefit economic growth?

    What does investing have to do with gender? Potentially more than you think! This week’s episode, in honour of International Women’s Day, focuses on gender-lens investing: what do we mean, what does it look like, what can investors do next and why does it matter to everyone? We unpick the three strands of gender-lens investing, covering investment for, in and by women, as well as tackling common misconceptions. Recognising that there is no such thing as a gender-neutral investment, this is all about being intentional on the exposures and impacts that your investments have. To help us unpick these themes, we’re joined by Isabella Craft, ESG and Impact Manager at ImpactA Global. She brings her experience from various emerging markets approaches, to really bring to life the nuances in this space.

    25 min
  5. S7 Ep.20: The quick take on how to deliver actual productivity gains from AI

    FEB 25

    S7 Ep.20: The quick take on how to deliver actual productivity gains from AI

    Several firms like MIT’s Nanda Lab and BCG have released reports claiming the vast majority of companies have delivered little to no measurable business value from their investments in AI. But what if they’re wrong? Join us as we speak to LCP’s very own Ed Bonnett, Head of AI, to find out how companies can deliver real efficiencies and productivity gains from AI. We talk about the common early stumbling blocks companies make when they first use AI, what the future of companies could look like as they struggle with to keep up with the fast pace of change in this landscape, and top tips for anyone looking to better adopt AI into their systems. Mentioned in this episode: our cutting-edge AI tool designed to revolutionise content accessibility: https://www.lcp.com/en/our-technology/transpose

    15 min
  6. S7 Ep.19: Is space a serious investment theme?

    FEB 18

    S7 Ep.19: Is space a serious investment theme?

    Over the past decade, the space industry has undergone a profound transformation. Is space finally becoming a mainstream investment opportunity or is it still a frontier market reserved for the bold? In this episode of Investment Uncut, we speak with James Bruegger, Co-Founder and CIO of Seraphim Space, the world’s leading specialist SpaceTech investor. Together, we explore the forces reshaping the industry, the role of private companies, risk-return profile compared to traditional assets, tackle common misconceptions, examine the key challenges for investors, and look ahead to how the space economy could evolve over the next decade.

    25 min
  7. S7 Ep.18: The quick take on LCP RI survey of investment managers

    FEB 11

    S7 Ep.18: The quick take on LCP RI survey of investment managers

    How are investment managers approaching responsible investment today? Over the past year, there has been plenty of noise from ESG backlash headlines to questions about whether managers are stepping back from their climate and stewardship commitments. In this episode of Quick Take, we speak with Sapna Patel, Principal at LCP and a member of the responsible investment team, about the findings from LCP’s latest Responsible Investment Survey of investment managers. We unpack what’s really happening beneath the headlines and explore whether anything has materially changed.

    15 min
  8. S7 Ep.17: Peter Harris: What can we learn from the next generation of venture capital investors?

    FEB 4

    S7 Ep.17: Peter Harris: What can we learn from the next generation of venture capital investors?

    Venture capital (“VC”) has had mixed popularity over the years and continues to evolve at pace. We’ve seen a “tale of two cities” both in terms of the AI exposure of start-ups and the size of VC funds over recent years. But where might this go next? AI impacts not only the types of companies considered by VC investors (and their attractiveness) but is also seeping into the way that venture capital investing is managed – it’s no longer about “if” you’re using AI, your edge comes from “how” you use AI. To explore what this all means for investment dynamics in the VC space, we’re joined by Peter Harris of the University Growth Fund, who helps us understand current dynamics, why university students are more entrepreneurial these days, and what this means for VC markets.

    26 min
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About

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.

Information

  • Creator
    Lane Clark & Peacock
  • Years Active
    2020 - 2026
  • Episodes
    214
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Investment Uncut

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