CAP STRAT’s Mike Rarey, CFA, and Alex Lynch bring you the most important headlines and investment insights this week. In this episode:
– Jerome Powell’s latest comments cemented market expectations that the Fed will hold rates
– Find out which investments perform best in the current and next rate hike cycles
– A look at the financial state of American households
– Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
Markets
Which Investments Thrive In This Rate Hike Cycle?
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.
Alex Lynch
Analyst
Alex performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Alex.
