The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
bank stocks also form part of my portfolio. it’s been a good opening week on the LSE across the border really - and my reading is this will continue because the uK macro figures due out this month will also be positive . US macro figures are a variable unfort - esp for the airlines… but investor sentiment is changing for the better. Change is def in the air. View of this war is that a conclusion is imminent - in the spring. The Russians clearly want an out….