As the Federal Reserve starts to lower interest rates, a perennial theory has returned: that small and mid caps will, for a time, grow more quickly than the S&P 500. Today on the show, Katie Martin, Rob Armstrong, and Aiden Reiter discuss whether that is good, or even true. Also, as the seasons change, we go long and short knitwear.

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You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.

Read a transcript of this episode on FT.com

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The case for small and mid caps 22:07 Share

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The case for small and mid caps