Investment Uncut: Pensions UK - aligning strategy with today’s market environment with Ryan Boothroyd and Zuhair Mohammed
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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 Investment 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, focused on supporting UK growth and navigating the energy transition.
Pensions UK - navigating the energy transition with Caroline Lucas and Clay Lambiotte
Listen nowEach 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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