S6 Ep.20: Andy Howard - what could an ESG rollback in the US mean for European investors?
S6 Ep.20: Andy Howard - what could an ESG rollback in the US mean for European investors? by Lane Clark & Peacock
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S6 Ep.19: Libby Cantrill – What do Trump’s first 100 days (take 2) tell us?
What 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
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S6 Ep.18: Jenny Harbord: Is affordable housing the next frontier for institutional investment?
In 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.
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S6 Ep.17: Robbie Mitchnick: How has the crypto landscape changed?
The 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.
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S6 Ep.16: PLSA Investment Conference Day 3
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
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.
Ireland