In this interview, Jean Roche, CFA of Schroders discusses some of the holdings within her UK midcap fund.
Outlook for equities. Start
Will there be an economic soft or hard landing? 01:40
Attractions of UK midcaps. 03:25
M&A activity. 05:30
Chemring. 07:30
QinetiQ. 10:35
NCC Group. 13:20
Paragon Banking Group PLC. 15:50
Man Group. 19:20
IG Group. 21:40
888holdings. 24:00
Dunelm. 28:05
Games Workshop Ltd. 31:00
PZ Cussons. 33:55
Bodycote. 36:40
Synthomer. 38:55
Victrex. 41:15
KELLER. 43:40
4imprint. 46:35
Diploma PLC. 48:00
How to invest in Schroders’ funds. 50:00
Disclaimer: NO CONFLICTS
Paul, thanks for the interview, very interesting to get a fund mangers insight into these companies. I do hold a few already, considering adding a few more.
