The Federal Reserve’s (Fed) pivot from aggressive rate hikes to rate cuts is creating what one portfolio manager calls a “headwind to tailwind” shift for mid-cap stocks, potentially unlocking gains for companies that have already proven they can survive in a tighter monetary environment. Amy Y.
Source: https://www.etftrends.com/artificial-intelligence-content-hu…
RELY, FTI, SHIP, AU and TPR stand out with strong relative price strength, rising earnings estimates and powerful one-year gains in a volatile 2026 market.
Analysts at JP Morgan retain AngloGold Ashanti Limited (ADR) (NYSE:AU) and Fresnillo PLC (LSE:FRES) as top picks, citing “strong mark-to-market upgrades”, as the bank also lifted its long-term gold price assumption to $4,500 an ounce. These miners offer investors additional potential for cash returns, and scope for re-ratings relative to peers, the bank said in a note.
Here is how Adeia (ADEA) and Coherent (COHR) have performed compared to their sector so far this year.
