Insights / Podcast

Conversations with Panmure Gordon: Jean Roche, Schroder UK Mid Cap Fund Manager, with Simon French

In the latest Conversations with Panmure Gordon Simon French catches up with Jean Roche, the lead manager of Schroder UK Mid Cap Fund (SCP). They review the past 18 months for the mid 250 sector, the frenetic IPO market this year, the themes in the portfolio, an exchange of views on interest rates and inflation and concluding with why she is optimistic for the portfolio in 2022.

Runtime 21 minutes

 

Simon French

Economics & Strategy