CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
The 3 main drivers of August’s market performance
Hot economic data and implications
How rising interest rates are about to affect corporations
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.
