In this interview, Jean Roche of Schroders takes Vox Markets through:
00:00 Outlook for equites & importance of balance sheets.
04:35 Defence stocks: Qinetiq (QQ. ), Chemring (CHG ) & Babcock (BAB )
12:15 Senior (SNR ) and M&A trends
17:00 Inchcape (INCH )
20:10 Spectris (SXS ) & Oxford Instruments
25:15 Diploma (DPLM )
28:40 Victrex (VCT ) & investing in unique businesses
33:15 UK housebuilders: Vistry (VTY ), Redrow (RDW ) & Crest Nicholson (CRST )
40:20 Future (FUTR )
46:55 Games Workshop (GAW ) & when to sell winners.
52:15 4Imprint (FOUR )
55:20 Dunelm (DNLM )
59:55 Keller (KLR )
61:05 Man Group (EMG )
62:55 Computacentre (CCC )
Vox Markets Fund Manager Series: Jean Roche of Schroders
Oct 10, 2023Disclaimer & 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.