Are small- and mid-cap equities primed for growth?
Accepted for 1 CFP®/IWI/CFA CE Credit.
Interest rates have already begun the journey lower; the question is how far and how fast will they fall? Small- and mid-cap (SMID) stocks have historically outperformed large-cap stocks in a falling rate environment, so now may be the time to consider diversifying client holdings to include SMID stocks.
The SMID equity market offers potential for long-term growth, driven by opportunities to invest in companies at earlier growth stages. The team at Fiera Capital sees significant potential in the SMID cap space, focusing on companies with strong management and sustainable competitive advantages.
Are your clients taking a wait and see approach? Instead of timing the market, consider these questions:
- How does the risk profile of SMID companies compare to large-cap companies, and what are the trade-offs?
- What sectors within SMID cap offer the most compelling growth opportunities today?
- How do SMID companies manage volatility and financial constraints compared to larger companies?
- Why is it crucial to focus on high-quality companies, even when they haven’t yet been rewarded by the market?
Featured Speakers:
- Michael Carrier, CFA, Portfolio Manager, Fiera Capital
- Rick Vallieres, CFA, Equity Analyst and Portfolio Manager, Fiera Capital
- Audrey Le, Ph.D., Equity Analyst and Portfolio Manager, Fiera Capital
- Dan Petersen, CAIA, CMT, Director, Product Management, New York Life Investments
Accepted for one hour of CFP, CPE, CPFA/QPFC, SHRM, CLU/ChFC, TX CPA, Investments and Wealth Institute (IWI/CIMA/CPWA) CE Credit for webcast attendees. To receive credit, please enter your ID below. CE credit does not apply to replay.
This has the institutional only disclosure so this webinar can only be financial advisor and institutional investor view only. Shouldn’t be in individual investor view.
*Accepted for one hour of CFP, CPE, CPFA/QPFC, SHRM, CLU/ChFC, TX CPA, Investments and Wealth Institute (IWI/CIMA/CPWA) CE Credit for webcast attendees. CE credit will not be given for replay OnDemand.
The views expressed are those of Fiera Capital and do not necessarily reflect the views of New York Life Investments and its affiliates. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.
This material contains general information only and does not take into account an individual's financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision.
Fiera Capital Inc. (“Fiera Capital, or “ Fiera”) has entered into an agreement with New York Life Investment Management LLC (“NYLIM”) as a solicitor to assist Fiera Capital in identifying potential new advisory clients. Fiera Capital is not an affiliate of New York Life Investment Management.
Due to the payment of compensation to NYLIM and any additional relationships that NYLIM or its affiliates may have with Fiera Capital, NYLIM has an economic incentive to endorse and make positive statements about Fiera Capital, resulting in a material conflict of interest on NYLIM’s part. NYLIM is not a neutral party but is acting on behalf of Fiera Capital.
“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. New York Life Investment Management LLC is an indirect wholly-owned subsidiary of New York Life Insurance Company (“New York Life”) and a wholly-owned subsidiary of New York Life Investment Management Holdings LLC.
FOR INSTITUTIONAL USE ONLY – NOT FOR DISTRIBUTION TO THE GENERAL PUBLIC.