CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
– Trends set in 2023
– Magnificent 7 or cash: Which is better going forward?
– Deep dive: We put Large Growth through our investment framework
– Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies
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.
