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Posted by
Two Blokes Jun 23 -
Filed in
Stock
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2 views
IWR offers diversified mid-cap exposure, reducing idiosyncratic and sector risk, with attractive valuations compared to large-cap peers. Mid-caps are positioned to benefit from domestic revenue reliance, especially as trade policy shifts and tariffs impact large-cap margins. Short-term economic headwinds—slower growth, inflation, and labor market uncertainty—may limit IWR's absolute returns in 2024.
