Bloomberg Surveillance
Q2 and Turkey Votes
Apr 1, 2024
David Sowerby analyzes market reaction to Jay Powell, Lori Calvasina discusses market correction signals, Emre Peker covers Turkish election results. The podcast touches on small cap stock potential, US stock investments, and spinoff opportunities. Plus, updates on affordable housing crisis and social media impact on mental health.
26:46
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Quick takeaways
- Midcap stocks offer growth potential similar to large caps, challenging the underperformance stereotype.
- Market caution urged post strong gains, focusing on cash flow margins and dividend growth as key indicators.
Deep dives
Understanding the Midcap Market
Midcap stocks are often overlooked due to their positioning between smallcap and largecap stocks. Unlike small and large cap stocks that receive more attention, midcap stocks can get dismissed. The Vanguard midcap fund challenges the misconception of underperformance, showing growth rates similar to large caps at 11% annually. The small-mid combined category, such as SMID, provides potential investment opportunities by considering overlooked midcap stocks.
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