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Advanced Personal Financial Planning Conference 2016

208 - What Happens to Stocks When Interest Rates Go Up?

Jan 20, 2016 7:00am ‐ Jan 20, 2016 7:50am


Many investors worry about a potential rise in interest rates and its effects on the stock market. This presentation discusses conceptual and empirical evidence for the interaction of short- and long-term bond yields with the overall stock market and for segments such as dividend payers and small stocks. Attendees will:
• Understand the theory and historical details of the economic impact of interest rates on the broad stock market
• Analyze the risks that various segments of the market have to potential changes in bond yields
• Be able to discuss and position their clients’ portfolios for potential changes in interest rates


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