What Rising Rates and a Shifting Economic Landscape Mean for Your Portfolio
The central bank monetary policy has been accommodative for years, but with the Fed raising benchmark interest rates, investors will need to adapt their mindset—and their portfolios—to the realities of a changing market environment.
In the upcoming webcast, join State Street Global Advisors, Confluence Investment Management, and 3EDGE Asset Management, along with ETF Trends, as they explore what rate hikes mean for the economy and outline strategies financial advisors can use to adjust their client portfolios.
Topics will include:
- How the markets are reacting to the Fed's hawkish actions and positioning
- Several conservative, defensive strategies attuned to the changing conditions
- What advisors can do to help protect portfolios against rising rates
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Matthew Bartolini, CFAHead of SPDR® Americas Research
State Street Global Advisors
Eric Biegeleisen, CFAPartner, Deputy Chief Investment Officer
3EDGE Asset Management
Greg EllstonChief Investment Officer - Asset Allocation
Confluence Investment Management
ETF Trends and ETF Database