Which Investments Thrive In This Rate Hike Cycle? – Vimeo thumbnail


Which Investments Thrive In This Rate Hike Cycle?

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

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.

Alex Lynch

Alex performs in-depth analysis on investment managers including their manager style, strategy, and execution. Learn more about Alex.