Charles E. Rinehart, CFA, CAIA

4/27/2026. A volatile first quarter saw shifting market leadership and energy-driven inflation pressures weigh on equities, while disciplined sector positioning supported relative outperformance despite headwinds in software and broader market declines.

Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management recently contributed to the ChartMasters segment for Asset TV. In this video Charles explains the Fed’s history of cutting rates too late and the forces that can hinder economic growth. “Fed Cuts Helpful, But Not All-Clear”. Asset TV, 10/10/2024

Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Worldwide Developers Conference’s expected announcement of new artificial intelligence features, nothing that in the extremely competitive AI market it is important that Apple can start showing progress. “Apple Is Under Pressure to Deliver on AI at Monday’s WWDC Event.” Wall Street Journal 6/10/2024