Shows
The Lebenthal ReportEncore: Market Mayhem, Self Inflicted EditionIn case you missed it... On this encore episode of The Lebenthal Report, Dominick and Michael are joined by Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities at Schroders, for a deep dive into the recent wave of market volatility and the unusual dual sell-off in both stocks and bonds. Together, they explore the real triggers behind the correction—was it driven by true economic pressure or the result of policy missteps and mixed market messaging? Bob offers expert insights into today's investment landscape, touching on everything from the impact of paused tariffs an...
2025-05-1357 min
The Lebenthal ReportMarket Mayhem: Self Inflicted EditionOn this week's episode of The Lebenthal Report, Dominick and Michael welcome guest Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities from Schroders to unpack the recent wave of market volatility and the surprising dual sell-off in both stocks and bonds. They explore what triggered the correction—was it truly economic pressure or a self-inflicted wound from tariff policy and mixed market messaging? Bob shares his insights on the current investing climate, emphasizing the impact of paused tariffs, challenges in renegotiating trade agreements, and how small-cap companies are absorbing the shocks. From consumer sentiment divided by...
2025-04-1557 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 rates on small and mid-sized companies, and his approach to portfolio building in the technology sector. Together they also discuss the potential impact of AI on the workforce, including potential scenarios of job creation or elimination.
Throughout the ep...
2023-10-0338 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