From the Fund Manager: Andy Brough Schroders AM talks to Paul Hill about the markets and his outlook for some of his current investments

11:06, 19th October 2021

Andy Brough, head of the Schroders London-based pan-European small and mid cap team talks to Paul Hill about his outlook for the markets and some of his current investments.

Andy Brough has managed the well-known Schroder UK Mid 250 Fund since its launch in November 1999. His investment career started in 1987 when he joined Schroders as a UK equity fund manager. Previously he worked at Price Waterhouse where he qualified as a chartered accountant. Andy is head of the Schroders London-based pan-European small and mid cap team.

Outlook for small/midcaps - start

Pearson #PSO  & Reach #RCH   – 04:00

Health of the consumer 05:00

Marshalls #MSLH  06:50

Vertu #VTU  Pendragon #PDG  & Lookers #LOOK  07:30

Housing market & OnTheMarket #OTMP  09:30

Parsley Box #MEAL  11:55

N Brown #BWNG  QUIZ #QUIZ  & Studio Retails #STU  13:40

The Hut Group #THG  17:10

Warpaint W7L  & Revolution Beauty #REVB  17:55

Outlook for the energy sector 21:20

Kistos #KIST  22:00

Lamprell #LAM  & James Fisher #FSJ  26:55

AFC Energy #AFC  & Invinity Energy #EIS   28:30

Where the hydrogen industry heading? 30:20

Saietta #SED  31:25

Musicmagpie #MMAG  32:05

Lords Trading #LORD  33:10

Equals #EQLS  33:50

Tribal #TRB  35:35

New ‘Sell it to the City’ opportunity for entrepreneurs 36:50

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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.

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