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February 24, 2025 Investor Insights Thumbnail

February 24, 2025 Investor Insights

Investor Insights

Mighty Mid-Caps

February 24, 2025

Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions. 

  • Mid-caps have had an 11.0% annualized return since 1991, outperforming small caps (9.05%) and large caps (10.4%). They outperformed large caps 56% of the time and small caps 92% of the time in monthly five-year rolling periods. *1
  • Most people do not realize that YouTube has now been the top TV streaming service in the U.S. for the past two years. In December 2024, it captured a record 11.1% share of TV usage, ahead of Netflix (8.5%), Prime Video (4.0%), Hulu (2.5%), and Disney+ (2.1%). 2
  • A recent Michigan survey shows that American consumers now expect prices to rise by 3.5% annually over the next 5-10 years, the highest rate since 1995. Over half of consumers expect the unemployment rate to also increase next year, the highest since 2020. 3
  • A survey of individuals with more than $1 million in investable assets showed a difference between generations. 53% of millennials and 44% of Gen Z agreed, "I want the next generation to enjoy my money while I’m still alive,” compared to just 21% of boomers. 4

Sources:

  1. Invesco - "Three Reasons Why It May be a Mid-Cap Sweet Spot"
  2. Variety - "YouTube Viewing on TV Now Surpasses Mobile, Desktop in U.S."
  3. Bloomberg - "Evening Briefing"
  4. Charles Schwab - "High Net Worth Investor Survey"

*Past performance is not indicative of future performance

Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter. 

Glen Eagle Wealth, LLC is a member of FINRA, MSRB and SIPC 

Glen Eagle Advisors, LLC is a SEC Registered Investment Advisor 

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