Curious about the latest market shifts and what they mean for your investments?

Interest rates moved sharply higher during the third quarter, raising new questions for investors. In this quarterly update, Chief Investment Officer Charles Rinehart, CFA, CAIA, discusses what is driving the increase, what higher rates may mean for stocks and bonds, and how investors can remain disciplined while taking advantage of new opportunities.

For additional market insights, read our 3Q 2026 Market Update in our Quarterly Insights Newsletter.

Published 10/20/2026

Charles Rinehart
Meet the author

Charles E. Rinehart, CFA, CAIA

Charles has been with Johnson Investment Counsel since 2007. He is the Chief Investment Officer within Johnson Asset Management and is also a shareholder of the firm. He holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations. Charles started working at Johnson as a University of Cincinnati Student Co-op and is a graduate of UC’s Kolodzik Business Scholars program.

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