WEALTHTRACK

Asset Allocation Strategies: Building a Strong Investment Portfolio


Listen Later

We have a fascinating discussion with Sebastien Page, Head of T Rowe Price's global multi-asset division, about the new regime we find ourselves in. But what exactly does this regime change mean? Well, for the first time in 40 years, we have seen a higher high in fed funds, marking the end of the era of near-zero interest rates. This shift has significant implications for portfolio construction and diversification strategies. In this interview, Sebastien Page shares his insights on how this new regime differs from previous periods and how it requires us to rethink traditional approaches to asset allocation. Join us as we explore the strategies and considerations for building and protecting your wealth in this changing financial landscape.




WEALTHTRACK episode 2029 originally broadcast on January 12, 2024


More info: https://wealthtrack.com/a-new-market-era-requires-different-strategies-sebastien-page-describes-his-updated-approach/



The View from the Knife's Edge: A New Market Regime: https://www.troweprice.com/corporate/us/en/press/press-release-financial-services-review-the-view-from-the-knifes-edge-a-new-market-regime.html



Bookshelf: Beyond Diversification: What Every Investor Needs to Know About Asset Allocation

https://amzn.to/3U4a2mB


...more
View all episodesView all episodes
Download on the App Store

WEALTHTRACKBy Consuelo Mack

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

256 ratings


More shows like WEALTHTRACK

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,374 Listeners

Investing Insights by Morningstar

Investing Insights

523 Listeners

Masters in Business by Bloomberg

Masters in Business

2,177 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

941 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

102 Listeners

Grant's Current Yield Podcast by Grant's Interest Rate Observer

Grant's Current Yield Podcast

660 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

408 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

627 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

The Long View by Morningstar

The Long View

923 Listeners

Simple, but Not Easy by Morningstar

Simple, but Not Easy

87 Listeners

Excess Returns by Excess Returns

Excess Returns

87 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

449 Listeners

Barron's Live by Barron's Live

Barron's Live

209 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

105 Listeners