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 rise of large growth stocks explained
– We analyze the latest data that indicates a potential great rotation in equities ahead
– A new inflation analysis based on the latest PCE data
– And commentary to give you an edge in navigating the markets and optimizing your investment strategies
Live & Latest UpdatesMarkets
A Rotation Within the Equity Market May Be On The Horizon
Mike Rarey, CFA
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.
Michael Warford, CFA
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.
