CVMC / Good Time to Consider ESG, Mid-Cap Combo

As measured by the widely observed S&P MidCap 400 Index, mid-cap stocks aren't doing much of anything this year. That index is up just 3% year-to-date more_horizontal

Benchmarks focusing on smaller stocks, including mid-caps, are trailing the large-cap S&P 500 this year, but that should not be viewed as an invitatio more_horizontal

A small cohort of mega-cap growth stocks drove broader equity benchmarks higher in the first half of 2023. However, some experts believe that scenario more_horizontal

Time and again, people call mid-caps the forgotten corner of the equity market. Therefore, it stands to reason that many investors may not be aware th more_horizontal

The spending forecasts for clean technology and renewable energy continue to be jaw-dropping. With that, the related investment implications are compe more_horizontal

Mid-cap stocks often sport two monikers: overlooked, and the “sweet spot” of the equity market. The former isn't necessarily a negative and the la more_horizontal

With a small number of mega-cap growth stocks accounting for a significant percentage of the returns generated by large-cap equity benchmarks this yea more_horizontal

Likely due in large-part to significant exposure to financial services stocks and lack of big allocations to the technology sector, traditional mid-ca more_horizontal