What does US economic growth mean for mid caps?, May 2021

In this interview, Bob Kaynor, manager of Schroder US Mid Cap fund, talks to us about economic growth in the US, life in New York and two fund holdings. Bob starts by sharing his views on the move from secular to cyclical growth and what that means for small and mid-cap companies. We discuss life "coming back to normal" in New York and consumer spending, before moving on to two holdings: On Semiconductor Group and Valmont Industries.