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Listen "Investing in UK mid-caps with SCP’s Jean Roche"
Episode Synopsis
In this episode of Trust Issues, we speak to Jean Roche, manager of Schroder UK Mid Cap, about the investment case for the UK mid-cap sector, including why valuations continue to look attractive, the key drivers of performance and uncovering the most exciting opportunities in the sector.
00:00 Introduction
00:18 Why invest in UK mid-caps?
03:32 Potential catalysts for a re-rating
06:40 Impact of tariffs
09:20 Key drivers of outperformance
15:41 The role of dividends
17:34 Exposure to the defence sector
19:36 Allocation to consumer discretionary
20:51 Investment case for Curry’s
24:05 Impact of M&A & IPOs
27:53 Risk warning
Our latest note on SCP - https://www.trustintelligence.co.uk/investor/articles?fund_id=3
SCP website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-uk-mid-cap-fund-plc/
Please note that this podcast was recorded on 20 May 2025.
00:00 Introduction
00:18 Why invest in UK mid-caps?
03:32 Potential catalysts for a re-rating
06:40 Impact of tariffs
09:20 Key drivers of outperformance
15:41 The role of dividends
17:34 Exposure to the defence sector
19:36 Allocation to consumer discretionary
20:51 Investment case for Curry’s
24:05 Impact of M&A & IPOs
27:53 Risk warning
Our latest note on SCP - https://www.trustintelligence.co.uk/investor/articles?fund_id=3
SCP website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-uk-mid-cap-fund-plc/
Please note that this podcast was recorded on 20 May 2025.
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