Animal Spirits Podcast
Talk Your Book: Elevator Growth in Mid Caps
Apr 14, 2025
Matt Bartolini, Managing Director at State Street Global Advisors, brings his expertise on mid-cap stocks and ETFs to the discussion. He highlights the unique opportunities mid-cap companies offer amidst market volatility. The conversation delves into the importance of a profitability screen and how policy uncertainty impacts these stocks. Bartolini also provides insights on ETF flows expected in 2025 and discusses the shift in investment interest from U.S. equities to European markets, offering a comprehensive look at the evolving landscape of mid-cap investments.
38:54
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Quick takeaways
- Mid-cap stocks offer significant diversification benefits and are often overlooked, presenting investors with a blend of maturity and growth potential.
- Current market conditions make mid-caps appealing, as they are less affected by global trade uncertainties and provide a balanced representation of the domestic economy.
Deep dives
The Case for Mid-Caps
Mid-cap stocks often receive less attention than large and small caps, yet they offer significant diversification benefits. Investors are frequently informed to allocate funds between large caps and small caps, neglecting the space in between. Mid-caps provide a unique combination of maturity and growth potential, allowing investors to tap into firms that are more developed than small caps but still possess room to expand. This overlooked area of the market is ripe for investment, especially given that mid-caps have historically shown strong performance over the years.
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