2022 was a difficult year for an investor. CAP STRAT’s Will Woodall and Mike Rarey, CFA, step through our investment framework to explain how 2022 ended. Then, learn what asset classes make sense right now. Highlights this week include:
– Recently announced job cuts and employment outlook
– The money supply is shrinking
– Inflation and the next Fed rate hike
– Recession probability is up again
– Why bonds?

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What to Expect from Inflation, Interest Rates, and Investing | December 2022 Market Update

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, 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.
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