Investment Uncut

Hosted by Lane Clark & Peacock

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Episodes

226

Latest episode

Jun 2026

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About the show

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.

Listen to episodes

60 recent

June 9, 202624 min

S7 Ep.36: Football - Bart Huby & Jacques Foex: How to run a successful football club?

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 data-driven. We discuss what the analytics tools aim to do, and how can analytics be combined successfully with a recruitment and commercial strategy to help successfully run a football club.

June 4, 202614 min

S7 Ep.35: The quick take on closing the gender and ethnicity pension gap

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 generations who are increasingly financially independent and eager to engage with their finances.

May 27, 202621 min

S7 Ep.34: Matt Lawton - Investing in the blue economy: Is there an opportunity beyond ESG?

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 Price to explore the investment case for the blue economy. We discuss where the most compelling opportunities are emerging today, and why some parts of the blue economy may become increasingly important over the next decade.

May 20, 202615 min

S7 Ep.33: The quick take on why pension decisions are emotional, not just rational

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 experience play such a big role in financial and pension decisions. And why simply giving people more simple information and often can improve financial engagement.

May 15, 202615 min

S7 Ep.32: The quick take on AI disruption in the private credit market

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 Max Pears private credit researcher at LCP, to explore how concentrated software exposure is in private credit portfolios, what the performance and default data is actually showing and what this means for investors

May 7, 202614 min

S7 Ep.31: The quick take on Private Credit: cracks or contagion?

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 credit researcher at LCP, to unpack what’s really going on beneath the surface and answer whether the headlines are really justified.

May 1, 202629 min

S7 Ep.30: Is slugflation the new reality for investors?

Markets have remained resilient despite rising geopolitical tensions but are investors underestimating the risk of stagflation, or even a more prolonged period of “slugflation”? As the Iran conflict evolves, its impact on inflation and growth could create a more challenging backdrop than markets currently reflect. In this episode of Investment Uncut, we explore with Paul Gibney, LCP investment partner, how these pressures are feeding through into the global economy, what history tells us about stagflation, and what it means for investors, from sector risks to whether markets are too complacent about a sustained low-growth, high-inflation environment aka Slugflation economy.

April 28, 202626 min

S7 Ep.29: Is the Iran war nearing an end and what it means for energy markets and investors?

Energy markets have taken centre stage in driving financial markets and the Iran conflict has been a key catalyst. From oil supply shocks to unexpected market reactions, investors are being forced to rethink how geopolitical risk feeds through into portfolios. In this episode of Investment Uncut, we speak to our energy expert Sam Hollister and investment partner, John Clements, to unpack what’s been happening in energy markets, how this is affects financial markets, and what it means for investors navigating an increasingly uncertain environment. The conversation also looks at the role of energy resilience, the evolving balance between fossil fuels and renewables, and what investors should be doing to understand and manage exposure to energy-driven shocks.

April 15, 202622 min

S7 Ep.28: Danny Latham - is the UK uninvestible?

Government says the UK is open for investment - pushing “productive finance”, launching reforms, and pointing to growing interest from overseas pension giants. But does the reality match the rhetoric? In this episode, we speak to Danny Latham, Partner and Head of Australia & New Zealand at Igneo Infrastructure Partners, to cut through the noise and ask the uncomfortable question: is the UK genuinely investible - or are the best opportunities still abroad?

April 8, 202616 min

S7 Ep.27: Quick Take on on what Eurobonds are telling us now

The Eurozone bond market is often treated like a single pool of “Eurobonds”, but in reality, it is a vast and highly fragmented market where politics, fiscal credibility and energy exposure can move spreads just as much as interest rates. Not only that, it has the European Central Bank as a backstop for EU government debt and overarching monetary policy rules for each jurisdiction. So, how do you make sense of this market?! In this episode of The Quick Take, we break down how the market is structured, why the traditional “core versus periphery” narrative is starting to break down, and what recent moves in countries like France and Italy tell us about risk today. Finally, we discuss what all of this means for UK and European investors, and why Eurozone sovereigns may offer both diversification and additional return potential beyond gilts.