CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
– Fixed Income: How the price you pay today determines future returns
– Expected returns and trends in equities
– What asset classes offer the best risk/reward going forward?
– Inflation projections, liquidity forecast, economic growth, the employment picture, and recession signals
Markets
The MOST Attractive Asset Classes (By The Numbers)
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.
