Shows
The Investor DownloadThe week that shook global markets: What lies ahead?Donald Trump's Liberation Day roiled markets and caused a seismic shift in expectations for global trade and the economy. His subsequent 90-day pause on tariffs and perennial hunt for deals have created uncertainty and left investors wondering, what next?
In this webinar, we'll discuss just that. Bob Kaynor, our Head of US Small and Mid Cap Equities, gives his insights from the frontline on both Wall Street and Main Street. Alex Tedder, CIO (Equities), will reflect on where to find opportunities under the new world order. Finally, George Brown, our Economist, will discuss the effect Trump's policies...2025-04-1649 min
FundCalibre - Investing on the go333. Why US mid-caps are poised for a turnaroundBob Kaynor, manager of the Schroder US Mid Cap fund, outlines some exciting opportunities in the US mid-cap market, currently trading at historically significant valuation discounts. We discuss how these companies, the “heartbeat of the US economy,” stand poised for potential growth, driven by earnings acceleration and favourable fiscal policies. We also touch on the recent Fed interest rate cuts, their effect on market behaviour, and how mid-cap stocks could benefit.What’s covered in this episode: Current valuations in US small and mid-caps“History rhymes, it does not repeat” The start of the Fed rate-cut...2024-10-0325 minFundCalibre - Investing on the go289. “It’s not the cycle you’re in that matters, it’s the starting point"Bob Kaynor, manager of the Schroder US Mid Cap fund, digs deeper into the US economy. We touch on the ‘Magnificent Seven’ and how they shed light on a wider issue: can the level of concentration in the S&P 500 continue? Or is the AI bubble set to bust? We navigate through the unique challenges posed by student debt, higher interest rates, the US consumer, the employment cycle and the potential impact of upcoming global elections on the market. Bob rounds out the episode by giving his insights into the small- and mid-cap area of the market offering a glim...2023-11-1622 min
Harnessing Your Wealth with Billy PetersonEconomics and Technology with Bob Kaynor of Hartford Schroders (Ep. 20)Staying informed about the economy, market trends, and emerging technologies is crucial for investors and professionals. Will artificial intelligence guide a new era of job creation? In this episode, Billy and Shaun are joined by Bob Kaynor, Portfolio Manager at Hartford Schroders to hear his insights on the current market, the impact of higher interest … Read More Read More2023-10-0338 min
Stars in the Rafters8. Clearing1. Sälskär - lydia ievins (Montague, MA). A pensive tune by Juha Kujanpää, played here on nyckelharpa and piano. Sälskär is a tiny island in the Swedish archipelago of Åland, with a lighthouse that stands midway across the gulf between Sweden and Finland. Recorded on Koivu, lydia's duo album with Helsinki-based pianist Juha Kujanpää. www.lydiamusic.org 2. Clearing by Martha Postlethwaite, read by Sam Sanders with piano accompaniment by Aaron Marcus (Montpelier, VT). The tune is a recent composition of Aaron’s called David the Nightingale, written for David Kaynor. Aaron says, “I think we’ve all been e...2020-06-0400 min
FundCalibre - Investing on the go64. US mid-caps: planting the investment seeds for the large-caps of tomorrowHaving seen US larger companies - and the tech giants in particular - leading the recent stock market bounce, we ask Bob Kaynor, manager of the Schroder US Mid Cap fund, about the prospects for America’s medium-sized companies – the large-caps of tomorrow. He tells us about the investments he is making today, talks us through how different industries have performed in the sell-off, and explains the impact of unemployment and lockdown on the US consumer.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a...2020-05-0714 min