State Street Global Advisors


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.

May 10, 2022
11am PT | 2pm ET
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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, CFA

Head of SPDR® Americas Research
State Street Global Advisors

Eric Biegeleisen, CFA

Partner, Deputy Chief Investment Officer
3EDGE Asset Management

Greg Ellston

Chief Investment Officer - Asset Allocation
Confluence Investment Management

Lara Crigger

ETF Trends and ETF Database

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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

Exp. Date 7/31/2022