CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
– The rise of large growth stocks explained
– We analyze the latest data that indicates a potential great rotation in equities ahead
– A new inflation analysis based on the latest PCE data
– And commentary to give you an edge in navigating the markets and optimizing your investment strategies
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A Rotation Within the Equity Market May Be On The Horizon
Mike Rarey, CFA
Principal, Chief Investment Officer
Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.
Michael Warford, CFA
Principal, Director of Finance and Administration
Michael oversees the financial initiatives of the Firm and leads day-to-day administrative functions. Michael is also Co-Head of the CAP STRAT Investment Committee with Mike Rarey.
