Episode 71: Mid caps—the misunderstood middle child


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?

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All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients should seek professional advice for their particular situation. Neither Manulife, Manulife Investment Management Limited, Manulife Investment Management, nor any of their affiliates or representatives is providing tax, investment or legal advice. Past performance does not guarantee future results. This material was prepared solely for informational purposes, does not constitute an offer or an invitation by or on behalf of Manulife Investment Management to any person to buy or sell any security and is no indication of trading intent in any fund or account managed by Manulife Investment Management. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Unless otherwise specified, all data is sourced from Manulife Investment Management.

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Macan Nia, CFA

Macan Nia, CFA, 

Co-Chief Investment Strategist

Manulife Investment Management

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Kevin Headland, CIM

Kevin Headland, CIM, 

Co-Chief Investment Strategist

Manulife Investment Management

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