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Vox Markets Fund Manager Series - Jean Roche of Schroders

18:00, 26th January 2023
Vox Markets
Fund Manager Q&A
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In this fascinating interview, Jean Roche of Schroders takes me through:

Outlook for equites. Start
 Will there be an economic soft or hard landing? 01:50
 Attractions of UK midcaps. 03:38
 M&A activity. 05:42
 Chemring. ( #CHG) 07:49
 Qinetiq. (#QQ) 10:46
 NCC. (#NCC) 13:30
 Paragon Banking. (#PAG) 16:01
 Man Group. (#EMG) 19:30
 IG Group. (#IGG) 21:50
 888.com. (#888) 24:10
 Dunelm. (#DNLM) 28:15
 Games Workshop. (#GAW) 31:10
 PZ Cussons. (#PZC) 34:04
 Bodycote. (#BOY) 36:50
 Synthomer. (#SYNT) 39:05
 Victrex. (#VCT) 41:25
 Keller. (#VCT) 43:50
 4Imprint. (#FOUR) 46:45
 Diploma. (#DPLM) 48:10
 How to invest in Schroders’ funds. (#SDR) 50:10

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Disclaimer & Declaration of Interest

The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.

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