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.
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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…
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…
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,…
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…
Most football clubs lose money, yet American investors continue to pour capital into the game. What are they seeing that others are missing? And can data and analytics help turn football clubs from passion projects into viable investment opportunities? In this episode, we’re joined by LCP’s football analytics experts Bart Huby and Jacques Foex to explore how football is becoming increasingly…
In this episode of The Quick Take, Aaron and Letty discuss new research into the gender and ethnicity pension gap and what women from ethnic minority backgrounds told researchers about retirement saving, financial confidence and pensions. The findings highlight clear barriers around trust, understanding and accessibility, but also point to reasons for optimism, particularly among younger…
The blue economy is rapidly emerging as a major long-term investment theme, spanning everything from offshore energy and shipping to marine infrastructure, aquaculture and coastal resilience. But beyond the sustainability narrative, what are the genuine opportunities for institutional investors? In this episode, Letty and Jacob are joined by Matt Lawton, Head of Impact Fixed Income at T. Rowe…
Financial decisions are often presented as simple exercises in logic. Save more, plan earlier, make better choices. But in reality, our relationship with money is shaped just as much by emotion and what’s happening in our lives rather than spreadsheets and forecasts. In this episode of The Quick Take, Aaron and Letty are joined by Heidi Allan to explore why emotions, confidence and personal…
Like it or not, AI has the potential to significantly disrupt existing businesses. That’s great if you’re invested in the companies benefiting from that shift. But what if your portfolio is exposed to businesses that could be disrupted by it instead? What’s more, what if you had a portfolio that had a large exposure to that sector?! In this episode of The Quick Take, Jacob and Letty are joined by…
Private credit has come under increasing scrutiny in recent months, with headlines pointing to liquidity pressures, fraud cases, and questions around underwriting standards. High-profile situations such as the collapses of First Brands and Tricolor have unsettled markets and raised concerns around systemic risk. In this episode of the Quick Take, Jacob and Letty are joined by Max Pears, private…
