Real Vision: Finance & Investing

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.
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