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Are Mid-Caps the Goldilocks of Investing?

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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies.  We’ll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

Episode 1, Are Mid-Caps the Goldilocks of Investing? explores one area of investing that some advisors swear by: mid-caps. These companies, with market capitalization of $2 billion to $10 billion, have enough risk to grow and enough heft to avoid meltdowns. But, are there problems with mid-caps in this long bull market we’re not seeing? We talk with Michael Block, managing director and market strategist at Third Seven Advisors, and Christopher Franz, an analyst and research manager for Morningstar, to see if they can answer our Goldilocks question.

Episode 5: Investing After Retirement: Hit the Gas or Hit the Brakes?

Episode 4: Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

Episode 4: Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

Episode 3: Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

Episode 2: What Keeps Advisors Up at Night in Global Mid-Cap Investing?

Check out ThinkLeader podcasts on iTunes.


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