In this episode of Trust Issues, we speak to Jean Roche, manager of Schroder UK Mid Cap (SCP), 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
