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The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX
1 #683: Navigating the effect of AI on marketing jobs and the job market with Sue Keith, Landrum Talent Solutions 23:28
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LikedMy guest today has been keeping us up to date with the current state of hiring for marketers on a quarterly basis, which has taken us on quite a roller coaster ride. Today we’re going to look at how marketing and communication execs are responding to the latest developments in the world while still needing to get their work done. To take a look at the latest here, I’d like to welcome back to the show Sue Keith, Corporate Vice President at Landrum Talent Solutions. About Sue Keith Sue Keith is Corporate Vice President at Landrum Talent Solutions. With deep expertise in navigating complex labor markets, Sue has a front-row seat to the evolving dynamics of marketing roles, hiring trends, and the broader implications of AI and economic uncertainty. RESOURCES Landrum Talent Solutions: https://www.landrumtalentsolutions.com https://www.landrumtalentsolutions.com This episode is brought to you by Landrum Talent Solutions, a national recruiting firm specializing in marketing and HR positions. https://www.landrumtalentsolutions.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Online Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrand Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…
S6 Ep.13: PLSA Investment Conference Day 1
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Content provided by Investment Uncut and Lane Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investment Uncut and Lane Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We are building on the success of last year and are taking Investment Uncut on the road again, recording for the Pension and Lifetime Savings Association (PLSA) Investment Conference 2025 this week! If you’re attending the conference, we look forward to seeing you there. Today we cover day 1 of the conference, with interviews from: Laura Myers, Ed Bussey, David Rosenberg, Tim Dougall and Matthew Webb, and Ped Phrompechrut.
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187 episodes
ShareManage episode 470976477 series 2652992
Content provided by Investment Uncut and Lane Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investment Uncut and Lane Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We are building on the success of last year and are taking Investment Uncut on the road again, recording for the Pension and Lifetime Savings Association (PLSA) Investment Conference 2025 this week! If you’re attending the conference, we look forward to seeing you there. Today we cover day 1 of the conference, with interviews from: Laura Myers, Ed Bussey, David Rosenberg, Tim Dougall and Matthew Webb, and Ped Phrompechrut.
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1 S6 Ep.21: Alison Savas: From Alphabet to AI - how do you actually pick what to invest in? 38:01
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Play Later Play Later Lists Like LikedIf you’re trying to outperform the market, how do you actually decide where to invest? And what about areas like AI where the future is highly uncertain? And there’s risks too – how do you ensure you’re paying a fair price given the risks you’re exposed to? To answer these questions, we step into the mind of an equity manager. We’re talking to Alison Savas, Investment Director at Antipodes, to understand the steps they go through when deciding whether to buy, hold or sell a stock like Alphabet. For our Views from the Boardroom section, Jacob Shah and Peter Abrahams give a preview on a long-running debate they’ve been having: should investors go underweight to the US? Tune in and decide where you stand.…
1 S6 Ep.20: Andy Howard - what could an ESG rollback in the US mean for European investors? 39:32
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Play Later Play Later Lists Like LikedS6 Ep.20: Andy Howard - what could an ESG rollback in the US mean for European investors? by Lane Clark & Peacock
1 S6 Ep.19: Libby Cantrill – What do Trump’s first 100 days (take 2) tell us? 33:58
33:58 Play Later Play Later Lists Like Liked33:58
Play Later Play Later Lists Like LikedWhat is achieved in the first 100 days of presidency are often seen as an indication of a President’s success or failure. Trump’s first 100 days (2.0) ended on 29 April, and he had certainly been busy. In this episode we review what’s happened so far, but mainly we focus on what might happen next. We were delighted to interview PIMCO’s Head of Public Policy, Libby Cantrill, for this episode. Libby helped us characterise Trump’s actions (maximalist and well organised), how far the dollar might weaken (incremental, but without a broad referendum on the dollar’s reserve currency status) and the impact of Trump’s policy changes on climate change. We also touched on the tax bill (when not if) and to what extent Trump cares about market reactions. Important! This interview took place on 1 May. Events between then and the episode release on 7 May do not feature. For our Views from the Boardroom section, Jacob interviews Richard Tomlinson, CIO of LPPI. Richard touches on decision making in volatile times, how to think about time horizons and his views on protection strategies. If you are interested in finding out more about the topics in this episode, sign up to our Investment Conference happening on the 25th of June 2025: https://www.lcp.com/en/events/investment-conference…
1 S6 Ep.18: Jenny Harbord: Is affordable housing the next frontier for institutional investment? 35:54
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Play Later Play Later Lists Like LikedIn this episode, we speak with Jenny Harbord, Head of Real Assets at LCP to explore the UK affordable housing market and why institutional investors are increasingly drawn to this sector. For our Views from the Boardroom section, Jacob speaks to Sarah Smart (Chair at TPR) to talk about the challenges and opportunities facing the pension scheme industry.…
1 S6 Ep.17: Robbie Mitchnick: How has the crypto landscape changed? 31:37
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Play Later Play Later Lists Like LikedThe cryptocurrency market has seen significant highs and lows over the years. In this episode, we break down the fundamentals of cryptocurrency, the current state of the crypto industry, factors driving its growth and volatility, and the increasing institutional adoption.
Recorded for the PLSA investment conference 2025. Today we cover day 3 of the conference, with interviews from: Professor Mike Berners-Lee - Climate Researcher and Author - The Future's Bright: What the Green Transition Means for Investors Karen Ward - Chief Market Strategist EMEA at JP Morgan Asset Management - The Global Economy: Stabilising Investments in Times of Instability Pav Sharma - UK ETF Distribution at JP Morgan Asset Management - Active ETFs: What’s All the Noise About? Zuhair Mohammed – Head of Investment at LCP – Reflections on the conference and key takeaways…
1 S6 Ep.15: PLSA Investment Conference Day 2 part II 25:22
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Play Later Play Later Lists Like LikedRecorded for the PLSA investment conference 2025. Today we continue to cover day 2 of the conference, with interviews from: John Clements and Leandros Kalisperas – Partner at LCP and CIO and the British Business Bank respectively - How Asset Owners Can Engage Effectively with Fossil Fuel Companies Stephen Budge – Partner at LCP - Solved: The Challenges of Investing in Venture Capital Barnaby Low - Strategic Client Portfolio Manager at Charles Stanley - Going for Growth: Priorities for Trustees and Boards…
1 S6 Ep.14: PLSA Investment Conference Day 2 part I 32:54
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Play Later Play Later Lists Like LikedRecorded for the PLSA investment conference 2025. Today we cover day 2 of the conference, with interviews from: Shalin Bhagwan - Chief Actuary at the Pension Protection Fund - Could DB Schemes Invest More in Productive Assets? James Coke - Head of Institutional UK Real Estate at Columbia Threadneedle - Unloved, Undervalued and Misunderstood: The Productive Finance Asset No-one is Talking About Paul Morton – CEO at G2M Group - Why the UK's Existing Housing Infrastructure is a Trillion-pound Opportunity Gregg McClymont – Executive Director at IFM Investors - Open For Business: Private Markets and UK Growth…
We are building on the success of last year and are taking Investment Uncut on the road again, recording for the Pension and Lifetime Savings Association (PLSA) Investment Conference 2025 this week! If you’re attending the conference, we look forward to seeing you there. Today we cover day 1 of the conference, with interviews from: Laura Myers, Ed Bussey, David Rosenberg, Tim Dougall and Matthew Webb, and Ped Phrompechrut.…
1 S6 Ep.12: Michael Ambery: Should UK pensions go down under? 33:13
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Play Later Play Later Lists Like LikedAustralia’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
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Play Later Play Later Lists Like LikedWhat 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
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Play Later Play Later Lists Like LikedIn 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
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Play Later Play Later Lists Like LikedAs 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
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Play Later Play Later Lists Like LikedAre 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
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Play Later Play Later Lists Like LikedThis 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.…
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Investment Uncut
1 S6 Ep.5: The impact of the US election on investors with Paul Gibney 31:26
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Play Later Play Later Lists Like LikedElections 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.…
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Investment Uncut
1 S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik 35:54
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Play Later Play Later Lists Like LikedIn 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.…
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1 S6 Ep.3: Investing in the energy transition with Sam Hollister 33:01
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Play Later Play Later Lists Like LikedIn 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.
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Investment Uncut
1 S6 Ep.2: Reimagining your portfolio with Steve Hodder 34:36
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Play Later Play Later Lists Like LikedSteve 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.
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Investment Uncut
1 S6 Ep.1: Turning Turbulence into Tailwinds: An LCP Investment Conference 32:36
32:36 Play Later Play Later Lists Like Liked32:36
Play Later Play Later Lists Like LikedIn 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!
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Investment Uncut
1 S5 Ep.22: Challenging Assumptions with Charlotte O Leary 33:05
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Play Later Play Later Lists Like LikedIn 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!…
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Investment Uncut
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.…
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Investment Uncut
1 S5 Ep.20: Tail risk strategies with Joel Hartley 33:39
33:39 Play Later Play Later Lists Like Liked33:39
Play Later Play Later Lists Like LikedIn 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.
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Investment Uncut
1 S5 Ep.19: Financial coaching with Catherine Thomas-Humphreys from Maji 40:52
40:52 Play Later Play Later Lists Like Liked40:52
Play Later Play Later Lists Like LikedIn 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.
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Investment Uncut
1 S5 Ep.18: Bubbles and Rates with Torsten Sløk – Part II 28:44
28:44 Play Later Play Later Lists Like Liked28:44
Play Later Play Later Lists Like LikedIn 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.
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Investment Uncut
1 S5 Ep.17: Bubbles and Rates with Torsten Sløk – Part I 27:06
27:06 Play Later Play Later Lists Like Liked27:06
Play Later Play Later Lists Like LikedIn 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.
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Investment Uncut
1 S5 Ep.16: Black Women in Asset Management with Jackie James 36:46
36:46 Play Later Play Later Lists Like Liked36:46
Play Later Play Later Lists Like LikedIn 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…
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Investment Uncut
1 S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker 36:55
36:55 Play Later Play Later Lists Like Liked36:55
Play Later Play Later Lists Like LikedIn 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.…
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