Investment Uncut

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.

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!

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.

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.