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In this week’s episode, we bring you the highlights from our Investment Conference 2025: Markets, MAGA and Megatrends. Covering topics such as:
- Macro-economics, geopolitics and deglobalisation
- Strategic asset allocation powered by demographics
- How does USS, one of the UK’s largest pension funds integrates climate and demographics into its investment strategy
- Investing in the energy transition
We chat to guests and speakers to bring you the highlights of the conference, their key takeaways and new investment ideas.
In this episode, we hear from:
- Aaron Punwani, CEO at LCP
- John Davighi, Trustee of the Credit Agricole Scheme
- Eoin Keating, Head of Investment Proposition at Irish Life Investment Managers
- Tina Fordham, Founder of Fordham Global Foresight
- Mirko Cardinale, Head of Investment Strategy at USS Investment Management Limited
- Amlan Roy, Partner at LCP
- Doug Clark, Head of Investment Research & Solutions at Brightwell
- Sam Hollister, Head of UK Market Strategy at LCP Delta
- Euan Munro, Former CEO of Newton Investment Management and Aviva Investors
- Mark Hedges, Trustee of the Nationwide Pension Fund
Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
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