64. US mid-caps: planting the investment seeds for the large-caps of tomorrow

FundCalibre - Investing on the go

FundCalibre - Investing on the go
64. US mid-caps: planting the investment seeds for the large-caps of tomorrow
May 07, 2020
FundCalibre
Having 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.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.