S6 Ep.16: PLSA Investment Conference Day 3 Investment Uncut podcast

#Business #Investment Uncut #Lane Clark

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

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S6 Ep.16: PLSA Investment Conference Day 3

13 days ago 37:41

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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

182 episodes

Investment Uncut

S6 Ep.16: PLSA Investment Conference Day 3

Investment Uncut

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published 13 days ago

MP3•Episode home

182 episodes

#Business #Investment Uncut #Lane Clark

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S6 Ep.16: PLSA Investment Conference Day 3 37:41

13 days ago37:41

37:41

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S6 Ep.15: PLSA Investment Conference Day 2 part II 25:22

16 days ago25:22

25:22

Recorded 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…

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S6 Ep.14: PLSA Investment Conference Day 2 part I 32:54

17 days ago32:54

32:54

Recorded 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…

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S6 Ep.13: PLSA Investment Conference Day 1 33:19

18 days ago33:19

33:19

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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S6 Ep.12: Michael Ambery: Should UK pensions go down under? 33:13

6 weeks ago33:13

33:13

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.…

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S6 Ep.11: Paul Rissman: Will the green transition increase inequality? 34:17

8 weeks ago34:17

34:17

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.…

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S6 Ep.10: Sir Paul Collier: Why doesn’t the Treasury learn from its mistakes? 33:53

10 weeks ago33:53

33:53

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.…

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S6 Ep.9: David Page: What should investors be looking out for in 2025? 42:13

12 weeks ago42:13

42:13

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?…

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S6 Ep.8: Happiness economics with Professor Lord Richard Layard 31:16

16 weeks ago31:16

31:16

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.…

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S6 Ep.7: Net zero investing with Border to Coast 33:30

18 weeks ago33:30

33:30

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!…

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S6 Ep.6: Gen Z Investing 32:52

19 weeks ago32:52

32:52

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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S6 Ep.5: The impact of the US election on investors with Paul Gibney 31:26

20 weeks ago31:26

31:26

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.…

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S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik 35:54

22 weeks ago35:54

35:54

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.…

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S6 Ep.3: Investing in the energy transition with Sam Hollister 33:01

23 weeks ago33:01

33:01

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.

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S6 Ep.2: Reimagining your portfolio with Steve Hodder 34:36

26 weeks ago34:36