Investment Uncut Podcast
1) S7 Ep.14: The quick take on AI in healthcare
Healthcare is under growing pressure from ageing populations, chronic disease, workforce shortages, and administrative burdens. AI is often presented as a solution in the healthcare system, the realit...Show More
2) S7 Ep.13: Martin Lau & Ziqi Deng: why be pragmatic on China despite its historic ‘uninvestable’ tag?
In this episode, we speak to Martin Lau and Ziqi Deng of FSSA investment managers to find out. We discuss the impact of AI advances on future earnings, whether monetary policy changes are a material d...Show More
3) S7 Ep.12: The quick take on pension schemes – liability or asset?
Are we at a watershed moment in UK PLC’s attitude towards pensions? Will pension schemes start to be seen as an asset, instead of a liability to be managed? In this Quick Take episode, we’re joined b...Show More
4) S7 Ep.11: Tony Davidow - is the illiquidity premium still justified?
The illiquidity premium (the extra return investors seek for locking up capital in private markets) has long been a cornerstone of alternative investing. But with rising interest rates, massive inflow...Show More
5) S7 Ep.10: The quick take on unlocking value in secondary market transactions
What happens when investors suddenly find themselves holding far more illiquid assets than they ever planned? Join us as we speak to James Fermont (Partner and senior member of LCP’s Illiquid Asset...Show More
S7 Ep.10: The quick take on unlocking value in secondary market transactions
14:58 | Dec 3rd, 2025
6) S7 Ep.9: Chris Watling - are commodities the missing piece in today’s portfolios?
Commodity markets (from oil and gas to metals and agriculture) have been on a rollercoaster in recent years, driven by shifting inflation dynamics, geopolitics, and changing investor sentiment. With s...Show More
S7 Ep.9: Chris Watling - are commodities the missing piece in today’s portfolios?
23:48 | Nov 26th, 2025
7) S7 Ep.8: The quick take on the UK Autumn Budget 2025
The UK Autumn Budget 2025 – one of the most highly anticipated Budgets in recent history. Speculation has been building (even the government getting involved) around tax changes, and of course the “wi...Show More
8) S7 Ep.7: Chris Dodwell - what’s next in the fight against climate change?
Climate change has been an increasingly hot topic (pun intended) in recent years, yet its direction isn’t always clear. Different world leaders take different stances and at times there is an unclear ...Show More
9) S7 Ep.6: The Quick Take on how tariffs have changed the global economy six months on
Six months on from “Liberation Day” and with tariffs still six times higher than at the start of the year, how has the global economy responded and what happens next? Initially billed as a way to re...Show More
10) S7 Ep.5: Jeremy Rogers - can you really do well by doing good?
Impact investing has rapidly moved up the policy agenda – with the Better Futures Fund, the Mansion House compact and renewed questions around fiduciary duty all signalling that finance can no longer ...Show More