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Andy Brough, head of the Pan-European Small and Mid Cap team at Schroders, gives his thoughts on how the COVID-19 pandemic is affecting equity markets and the economy. He discusses the recent recovery in equities and explains his investment approach at the Schroder UK Mid Cap Fund. He shares his views on primary bid, inflation versus deflation, fund-raising, dividends, gearing, accounting credibility and the importance of managers being aligned with shareholders.
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