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Market Matters with Jean Roche, manager of Schroder UK Mid Cap
In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping investors’ portfolios.
This month's guest is Jean Roche, co-manager of Schroder UK Mid Cap (SCP), which aims to capitalise on the growth opportunities in the UK mid-cap universe. Jean has extensive experience in the asset management industry with a particular specialism in small and mid-caps.
In this month’s episode, we discuss a wide range of issues including recent performance of the FTSE 250, the possible de-equitisation of the UK stock market, current valuations, innovation by UK companies and the possible impact of Trump 2.0.
00:00 Introduction
00:30 Background to becoming a fund manager
04:11 What has surprised about the stock market this year
05:52 Key drivers of recent performance of FTSE 250
07:59 How Games Workshop & Cranswick became multi-baggers
10:30 Potential de-equitisation of UK stock market
12:40 Measures to stimulate UK investor interest
15:11 Why UK equities are a value opportunity not trap
17:02 Why investors should consider investment trusts
18:25 Innovation by UK companies
20:16 Impact of a Trump administration on UK equities
23:14 Drivers of UK equities over the next year
25:03 Risk warning
Our latest market insights: https://www.trustintelligence.co.uk/i...
Please note that this podcast was recorded on 12 December 2024.
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By Kepler PartnersIn our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping investors’ portfolios.
This month's guest is Jean Roche, co-manager of Schroder UK Mid Cap (SCP), which aims to capitalise on the growth opportunities in the UK mid-cap universe. Jean has extensive experience in the asset management industry with a particular specialism in small and mid-caps.
In this month’s episode, we discuss a wide range of issues including recent performance of the FTSE 250, the possible de-equitisation of the UK stock market, current valuations, innovation by UK companies and the possible impact of Trump 2.0.
00:00 Introduction
00:30 Background to becoming a fund manager
04:11 What has surprised about the stock market this year
05:52 Key drivers of recent performance of FTSE 250
07:59 How Games Workshop & Cranswick became multi-baggers
10:30 Potential de-equitisation of UK stock market
12:40 Measures to stimulate UK investor interest
15:11 Why UK equities are a value opportunity not trap
17:02 Why investors should consider investment trusts
18:25 Innovation by UK companies
20:16 Impact of a Trump administration on UK equities
23:14 Drivers of UK equities over the next year
25:03 Risk warning
Our latest market insights: https://www.trustintelligence.co.uk/i...
Please note that this podcast was recorded on 12 December 2024.