In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at Goldman Sachs’ Global Investment Research Group. We discuss his two books on equity market cycles and how they relate to the market dynamics we’re seeing today. 

In light of International Women’s Day 2024, Jacob Shah also interviews Mary who explains what this year’s theme #inspiredinclusion means to her.

S5 Ep.11: Cycles and Swims with Peter Oppenheimer

This week, Stuart McDonald is joined by LCP longevity experts Ben Rees and Chris Tavener to unpack one of humanity’s biggest success stories – rising life expectancy and the real challenges we now face. 



S4 Ep.7 The future of life expectancy

S6 Ep. 4 - The insurance M&A market

This week, Stuart McDonald is joined by Alexandra Miles from Legal & General to talk about pension inequality, retirement behaviours, and the need to think holistically to ensure better retirement outcomes for today's workers.

S4 Ep.8 Closing the Pension Gap

This week, Stuart McDonald is joined by Ben Franklin from the International Longevity Centre to explore the fiscal and societal implications of ageing, the opportunities hidden within demographic shifts, and how policy and workplace reform can unlock a longevity dividend for the UK.

S4 Ep.9 The longevity challenge

This week we talk to LCP partner Cat Drummond about the latest developments in capital modelling for general insurers. We discuss:

•	Findings from LCP’s latest market research and benchmarking, covering both technical developments, process and resourcing issues
•	Key challenges for insurers, from soft markets to regulatory expectations
•	How insurers are reflecting changing geopolitical and climate risks in their capital models

S6 Ep. 5 - What are the latest developments in capital modelling?

Would you put pharmaceuticals on your buy list today? The sector is under pressure: revenues from COVID products are collapsing, the US administration is pushing for lower drug prices, and major players are cutting jobs amid rising competition. 

Yet could this turbulence mark a compelling entry point for long-term investors? Kevin Patterson, US Access Solutions lead in LCP’s Health Analytics practice (based in our recently opened US office!), joins us to unpack what the current pain really means, who might win or lose, and where the most exciting opportunities lie. 

S7 Ep.1: Kevin Patterson: Are pharma’s short-term pains a long-term opportunity?

Welcome to a brand new type of episode from us here at Investment Uncut. This is The Quick Take: our bitesize episodes where we discuss recent market events, topical issues and share our expert opinion on what long-term investors should be thinking about in response. 

For our inaugural episode, we’re diving into a pressing topic: the growing concentration in global equity markets – has this risk now become too big to ignore?

The quick take on equity market concentration

This week we talk to LCP principal Cecilia Cheuk about the latest developments in the Irish market. We discuss:

•	Overview of the Irish market.
•	What are the latest initiatives from the Irish Government and the CBI?
•	What has been the impact on the Irish market post Brexit?
•	How are firms tackling climate change and making the most of AI?

S6. Ep 6 - Latest developments in the Irish market

Market valuations on major asset classes are at historically high levels. But does that mean we’ve reached the point where nothing is attractive? And if we’re at that point, how should we think about constructing an investment portfolio? 

Howard Marks is ideally placed to help our listeners grapple with these questions – he’s been investing since 1969 and at the helm of Oaktree Capital since it began in 1995.

S7 Ep.2: Howard Marks: what do you buy when (almost) nothing looks attractive?

For this episode of The Quick Take, we’re exploring one of the big questions investors are asking right now: What are the best alternative credit ideas when headline spreads are tight? Credit spreads are currently at historically low levels, making it harder for investors to be adequately compensated for risk. While many have turned to asset-backed securities for better yield (which we still like), there are other opportunities worth considering. 

In this episode, we speak with Nick Cooney, Partner at LCP and Head of Credit Research, about ways to earn yield within the credit space without taking on excessive risk.

The quick take on alternative credit ideas

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.

S5 Ep.11: Cycles and Swims with Peter Oppenheimer

Investment Uncut

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