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Omar Aguilar

Chief Executive Officer and Chief Investment Officer of Schwab Asset Management, discussing wealth management trends and client behavior.

Top 3 podcasts with Omar Aguilar

Ranked by the Snipd community
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6 snips
Aug 27, 2024 • 55min

Omar Aguilar and Sébastien Page: Market Outlook for 2024 and Beyond

Omar Aguilar, CEO of Schwab Asset Management, and Sébastien Page, head of Global Multi-Asset Investing at T. Rowe Price, dive into the complex economic landscape for 2024. They discuss the Federal Reserve's monetary policy and the challenges of economic forecasting amidst inflation. The duo emphasizes evolving strategies for conservative portfolios, highlighting the shift towards fixed income and the significance of diversified asset allocation. Additionally, they explore the implications of market dynamics on retirement planning and the role of alternative assets.
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5 snips
Sep 26, 2024 • 57min

Is Your Portfolio Ready For What's Next? ft. Omar Aguilar & Sebastien Page

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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Nov 29, 2024 • 1h 8min

Bloomberg Businessweek Weekend - November 29th, 2024

Rick Worcester, President of Charles Schwab and soon-to-be CEO, shares his vision for the firm's future. Lizanne Saunders and Jeffrey Kleintop delve into market trends and global investment opportunities. Omar Aguilar discusses evolving wealth management strategies and client behaviors. The guests also tackle cryptocurrency, technological advancements in finance, and investor engagement amid economic uncertainty, highlighting the growing significance of younger investors in the financial landscape.