WEBCASTS
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.
SUMMARY
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.
SPEAKERS
Matthew Bartolini, CFA
Head of SPDR® Americas ResearchState Street Global Advisors
Eric Biegeleisen, CFA
Partner, Deputy Chief Investment Officer3EDGE Asset Management
Greg Ellston
Chief Investment Officer - Asset AllocationConfluence Investment Management
Lara Crigger
Editor-in-ChiefETF Trends and ETF Database
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Important Disclosures
Standard & Poor’s, S&P and SPDR are registered trademarks of Standard & Poor’s Financial Services LLC (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ETF Flows, Confluence Investment Management, and 3 Edge Asset Management is not affiliated with State Street Global Advisors or State Street Global Advisors Funds Distributors, LLC.
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State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, One IronStreet, Boston, MA 02210
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Exp. Date 7/31/2022