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Weighing small- and mid-cap market tailwinds

Weighing small- and mid-cap market tailwinds

Update: 2025-11-14
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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.

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Weighing small- and mid-cap market tailwinds

Weighing small- and mid-cap market tailwinds