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Home / Virtus Voices / KAR CIO: Making Sense of the Global Slowdown, Thoughts on Recession, and the Growth-to-Value Rotation

Doug Foreman

Doug Foreman, CFA
Chief Investment Officer and Portfolio Manager
Kayne Anderson Rudnick

Doug Foreman, chief investment officer of Kayne Anderson Rudnick, offers informed views on the latest headlines in financial markets and investment news. This quarter: what’s going on with the global economy (industrial activity is slowing but the consumer is in great shape); is the U.S. close to recession (he thinks we’re actually in the middle of a mini-recession, our third in 10 years), and what investors should take away from the recent growth-to-value market rotation (it all comes down to fundamentals).

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