Kepler Trust Intelligence brings you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping investors’ portfolios.

This month's guest is Jean Roche, co-manager of Schroder UK Mid Cap (SCP), which aims to capitalise on the growth opportunities in the UK mid-cap universe. Jean has extensive experience in the asset management industry with a particular specialism in small and mid-caps.

In this month’s episode, they discuss a wide range of issues including recent performance of the FTSE 250, the possible de-equitisation of the UK stock market, current valuations, innovation by UK companies and the possible impact of Trump 2.0.

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