CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, offer insights to help you navigate three things shaking up the financial landscape. This month:
The Fed’s recent rate cuts and a potential ‘no landing’ scenario
Emerging markets and China’s economic crisis
How the upcoming election is poised to impact financial markets
Principal, Chief Investment Officer
Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.
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.
