Weighing small- and mid-cap market tailwinds

14/11/2025 27 min
Weighing small- and mid-cap market tailwinds

Listen "Weighing small- and mid-cap market tailwinds"

Episode Synopsis

Portfolio Managers Jonathon Coleman and Brian Demain discuss opportunities in small- and mid-cap stocks amid narrow market leadership. They also analyze how AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for smaller domestic firms.