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Com as mega-caps a recuar, há uma oportunidade de rotação para nomes de mid-caps dos EUA que possam oferecer melhor valor ou perspetivas de crescimento com menos risco de concentração? Ou é este um momento para permanecer defensivo em toda a linha?
While mid-caps might offer value, 'less concentration risk' feels a bit optimistic. We're still in a market where the big players often dictate sentiment. I'm leaning more defensive, personally, until we see clearer economic signals.
Definitely agree there's a case to be made for mid-caps right now. The mega-cap dominance can't last forever, and some of those mid-tier companies are showing strong fundamentals with less of the frothy valuations we've seen.
I'm cautiously optimistic on mid-caps, but I wouldn't call it a full rotation just yet. There's still a lot of macro uncertainty, and liquidity can dry up faster for smaller names. Staying selective is key.
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