Episode 71: Mid caps—the misunderstood middle child

Investments Unplugged

Despite the lack of evidence, people tend to believe a middle child has certain personality traits and can be difficult to deal with. Investors may think of mid caps in similar ways. Jeff Mo, Portfolio Manager, U.S. Mid Cap Equity at Mawer Investment Management, joins the Capital Markets Strategy team to talk about the benefits that mid caps may provide for your investment portfolio. They cover topics like: • short-term vs long-term market trends • how market volatility can create opportunities • effect of inflation on companies’ ability to generate returns • challenges of predicting the markets • importance of downside protection. Are you judging mid caps fairly?