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Mirabaud Asset Management

Economics line up for extended SMID catch-up

csm_SMID_Economics_line_up_1_wave_5e70d150f9

Long outperformed by large-cap stocks, small and mid-caps (SMID) have recently shown signs of a trend reversal, which could enable them to make up lost ground. Current market conditions present a turning point for investors to look at a segment where high-conviction active managers have historically delivered alpha.

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