CAP STRAT’s Mike Rarey, CFA, and Alex Lynch bring you the most important headlines and investment insights this week. In this episode:
– Jerome Powell’s latest comments cemented market expectations that the Fed will hold rates
– Find out which investments perform best in the current and next rate hike cycles
– A look at the financial state of American households
– Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
Markets
Which Investments Thrive In This Rate Hike Cycle?
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.
Alex Lynch
Analyst
Alex performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Alex.
