

Is Your Portfolio Ready For What's Next? ft. Omar Aguilar & Sebastien Page
5 snips Sep 26, 2024
Omar Aguilar, CEO and CIO at Charles Schwab Asset Management, and Sebastien Page, Head of Global Multi-Asset and CIO at T. Rowe Price, share their insights on navigating today's economic landscape. They discuss the contrasting bullish and bearish market narratives and evolving inflation concerns. Central bank policies and the impact of rising government debt are examined, along with strategies for portfolio diversification. Emphasizing the importance of staying disciplined, they explore the implications of interest rate changes and the balance between equities, bonds, and cash.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Economic Uncertainty
02:23 • 14min
Navigating Economic Trends and Inflation Insights
16:32 • 6min
Navigating Economic Uncertainty
22:02 • 8min
Analyzing the Implications of Growing Government Debt
30:02 • 5min
Navigating Debt and Investment Strategies
35:02 • 20min