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
Live & Latest UpdatesMarkets
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.
