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Investment Commentary

Economic Cycles and Their Impact on Markets and Portfolios

By Jason Herried | Johnson Financial Group • September 02, 2021

2 minute read time

Listen in as Johnson Financial Group’s Jason Herried uses the analogy of two classic family games – Monopoly and Chutes and Ladders - to help explain economic cycles and how they impact financial markets and the way we manage portfolios.



Jason Herried

Jason Herried

SVP Director of Equity Strategies, Portfolio Manager CFA® | Johnson Financial Group

As Senior Vice President, Director of Equity Strategy and Wealth Portfolio Manager, Jason develops and builds customized portfolio strategies for our individual, institutional and non–profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.


This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy or a recommendation for any security or investment. All information presented is considered accurate at the time of publication but no warranty of accuracy is given and no liability with respect to any error or omission is accepted. Charts and graphs, in and of themselves, should not be used as a basis for investment decisions. Past performance is not a guarantee of future results.

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