What if the green transition – meant to save the planet – ends up making inequality worse? 

We often think of climate action as a universal good, but the reality is more complex. The shift to a low-carbon economy is set to create winners and losers, not just between industries, but within societies. So, who bears the cost? And how can institutional investors, ensure that tackling climate change doesn’t come at the expense of social cohesion? 

In this episode, we speak with Paul Rissman of Rights CoLab on his recent paper exploring how climate finance decisions can widen economic divides – and what can be done to mitigate this risk.

S6 Ep.11: Paul Rissman: Will the green transition increase inequality?

This week we talk to Richard Revill, Head of Corporate Actuarial, and Ed Rolland, Group Senior Reserving Actuary at Canopius Group, about their claims analytics research. We discuss:

•	The motivation behind the research and the key outcomes
•	The techniques used and issues faced along the way
•	Practical applications and next steps for claims analytics research

S6 Ep. 12 - Claims analytics

Over the past decade, the space industry has undergone a profound transformation. Is space finally becoming a mainstream investment opportunity or is it still a frontier market reserved for the bold?  

In this episode of Investment Uncut, we speak with James Bruegger, Co-Founder and CIO of Seraphim Space, the world’s leading specialist SpaceTech investor. Together, we explore the forces reshaping the industry, the role of private companies, risk-return profile compared to traditional assets, tackle common misconceptions, examine the key challenges for investors, and look ahead to how the space economy could evolve over the next decade. 

S7 Ep.19:  Is space a serious investment theme?

In our final episode of the season, Nigel Timperley is joined by LCP’s Claire Jones and LCP Delta’s Jon Slowe to reflect on the key insights, the unexpected moments, and what these conversations tell us about the true state of the transition today.

We cover:
• How climate considerations have moved from novel to mainstream in investment and business strategy
• Whether economics is now outpacing politics in driving the energy transition
• Why the cost of transition needs a more honest and nuanced conversation
• The growing importance of adaptation and resilience alongside decarbonisation

S5 Ep.7 Has climate change moved from a specialist concern to a structural business issue?

Several firms like MIT’s Nanda Lab and BCG have released reports claiming the vast majority of companies have delivered little to no measurable business value from their investments in AI. But what if they’re wrong? 

Join us as we speak to LCP’s very own Ed Bonnett, Head of AI, to find out how companies can deliver real efficiencies and productivity gains from AI. We talk about the common early stumbling blocks companies make when they first use AI, what the future of companies could look like as they struggle with to keep up with the fast pace of change in this landscape, and top tips for anyone looking to better adopt AI into their systems. 

Mentioned in this episode: our cutting-edge AI tool designed to revolutionise content accessibility: https://www.lcp.com/en/our-technology/transpose

S7 Ep.20: The quick take on how to deliver actual productivity gains from AI

This week we talk to Polly Miller, Legal Director at Clyde & Co, to explore the latest developments in occupational disease litigation. We discuss:

•	Typical issues that arise in disease claims and how claimant and defendant lawyers approach these
•	How insurance coverage has evolved over time, including the impact of COVID-19
•	Current trends in disease litigation and the emerging risks to watch.

S6 Ep. 13 - Occupational Disease: The legal landscape

What does investing have to do with gender? Potentially more than you think! This week’s episode, in honour of International Women’s Day, focuses on gender-lens investing: what do we mean, what does it look like, what can investors do next and why does it matter to everyone?

We unpick the three strands of gender-lens investing, covering investment for, in and by women, as well as tackling common misconceptions. Recognising that there is no such thing as a gender-neutral investment, this is all about being intentional on the exposures and impacts that your investments have.

To help us unpick these themes, we’re joined by Isabella Craft, ESG and Impact Manager at ImpactA Global. She brings her experience from various emerging markets approaches, to really bring to life the nuances in this space.

S7 Ep.21: How can “gender lens” investing benefit economic growth?

This week we talk to Nick Line, 2 months into his new role as Chief Underwriting Officer at CFC, to explore what drove the career move and the latest trends shaping underwriting today. We discuss:

•	A day in a life of a CUO
•	How to make the most of analytics within underwriting
•	The latest trends in the cyber market
•	The importance of culture to an organisation and Nick’s involvement in the Dive In Festival.

S6 Ep. 14 - Cyber underwriting

“When we’ve got situation where around £50bn a year is spent through [pension] tax reliefs ... Given that’s coming from general taxation, I think it’s entirely legitimate that actions are taken that are in line with the general direction of government.  And most governments thankfully do want to address the climate and nature crisis.” Caroline Lucas 

In this episode, we explore how to navigate the evolving landscape of the energy transition. To help our conversation, we’re joined by: 

Caroline Lucas, former Leader of the Green Party of England and Wales. Caroline gives us her take on her debate with Michael Gove on the right approach to net zero, sets out the delicate balance between responsible stewardship and interference with corporate & political decision-making and gives an insider view on the political debate around delivering a low-carbon economy. 

Clay Lambiotte, Partner at LCP. Clay explains how the drivers for the energy transition are changing at pace, outlines the common barriers to investing in this space, and highlights progress we should look out for next. 

This episode is in a three-part mini-series of Investment Uncut, covering some of the key themes being discussed at the Pensions UK Investment Conference 2026. Check out our other two episodes, focussed on aligning strategy with today’s market environment and supporting UK growth. 

S7 Ep.22: Investment Uncut: Pensions UK - Navigating the energy transition with Caroline Lucas and Clay Lambiotte

“In general, very few geopolitical shocks particularly, conflicts or regime changes, have a meaningful impact on markets over the long term. There are short term issues but from our perspective we think about the bigger picture. We make sure that we are taking a consistent level of risk which generate returns.” Ryan Boothroyd. 

In this episode, we explore how to see through the noise of today’s market environment to make effective investment strategy decisions. To help our conversation, we’re joined by: 

Ryan Boothroyd, Head of External Management at Border to Coast Pensions Partnership. Ryan gives us insights into how he thinks about geopolitical vs market risk; whether we’re in “bubble territory” on asset prices; and how to apply local objectives to a global opportunity set. 

Zuhair Mohammed, Head of investment at LCP. Zuhair shared his key takeaways from this year’s Pensions UK conference and reflects on the discussions around the current economic environment as well as how investors can think about opportunities and risks as they look ahead to the rest of the year. 

This episode is in a three-part mini-series of Investment Uncut, covering some of the key themes being discussed at the Pensions UK Investment Conference 2026. Check out our other two episodes, focussed on supporting UK growth and navigating the energy transition. 

S7 Ep.23: Pensions UK - aligning strategy with today’s market environment

“If you look at the structure of the UK market, only around 10% of the venture fund capital comes from pension funds (compared with 70% in the US). Increasing pension fund participation creates a win-win-win: makes more capital available for companies; supports the creation of bigger vehicles for the venture community, and gives pension funds an opportunity to deploy long term capital that can be transformative for the ecosystem.” Ian Connatty. 

In this episode, we explore how institutional investment can support UK growth. To help our conversation, we’re joined by: 

Ian Connatty, Managing Director of the British Growth Partnership. Ian sets out how frameworks can help investors think about venture capital allocations, and what it will take for investment in UK growth to really take off. 

Andy Gregory, CEO of the British Growth Fund. Andy gives us his take on place based investing and outlines how the challenges when allocating to UK assets can be addressed. 

This episode is in a three-part mini-series of Investment Uncut, covering some of the key themes being discussed at the Pensions UK Investment Conference 2026. Check out our other two episodes, focussed on aligning strategy with today’s market environment and navigating the energy transition. 

S7 Ep.24: Pensions UK - supporting UK growth with Ian Connatty and Andy Gregory

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.

S6 Ep.11: Paul Rissman: Will the green transition increase inequality?

Investment Uncut

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