CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week and into 2024. In this episode:
When will diversification benefits come back?
Outlook for the Fed in 2024 – The biggest mistake they want to avoid
The pathway to get inflation down is in sight
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
Principal, Director of Investment Research
Mike oversees CAP STRAT's investment research processes and leads the development of CAP STRAT's economic and financial market outlook and capital market assumptions.
Principal, Senior Research Analyst
Mike supports the firm’s investment research capabilities by performing in-depth analysis on fixed income investment managers, focusing on manager style, strategy, and execution.
