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, Chemring & Babcock
12:15 Senior and M&A trends
17:00 Inchcape
20:10 Spectris & Oxford Instruments
25:15 Diploma
28:40 Victrex & investing in …