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The MOST Attractive Asset Classes (By The Numbers)

CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
– Fixed Income: How the price you pay today determines future returns
– Expected returns and trends in equities
– What asset classes offer the best risk/reward going forward?
– Inflation projections, liquidity forecast, economic growth, the employment picture, and recession signals

Mike Rarey

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

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.