Arun Bharath, CFA, CAIA | Source | Partner/Chief Investment Officer at Bel Air Investment Advisors
Arun Bharath, CFA, CAIA
Arun is the Chief Investment Officer at Bel Air Investment Advisors. He leads the Investment Strategy Group and is a voting member of the Investment Committee. Arun directs the process for asset allocation, selection of non-marketable alternative managers and international equity managers. He has direct responsibility for manager selection in private equity and real estate.
-
Bel Air Investment Advisors (https://www.belair-llc.com)
Partner/Chief Investment Officer
-
Wall Street ends lower as investors digest inflation data, presidential debate
U.S. stocks ended weaker on Friday after an early rally fizzled as investors digested in-line inflation data and weighed political uncertainty after the U.S. presidential debate.
Article
-
Equity-market investors are reassessing the U.S. economic trajectory for the second half of 2023 and 2024 and probably anticipating much slower growth. If that’s the case, then this should be some push for growth stocks over value stocks. I think the equity market is looking ahead and thinking growth is going to be slow and therefore growth stocks will come back especially when interest rates start going up and maybe come down in 2024.
