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Markets

A Special Mid-July Market Update

New inflation data defies expectations. CAP STRAT’s Will Woodall and Mike Rarey, CFA, take you through the CAP STRAT investment framework and explain what needs to happen for the current trends to shift.

Will Woodall

Will Woodall

Managing Principal

Will is Managing Principal of CAP STRAT and leads all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.

Mike Rarey

Mike Rarey, CFA

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.