In this episode, Liz Ann Sonders and Kathy Jones analyze the state of the markets and discuss the current expectations around the Fed’s potential rate cuts.
Sébastien Page, chief investment officer at T. Rowe Price, joins the podcast to discuss his work on asset allocation and the correlation between stocks and bonds. He emphasizes the importance of understanding asset allocation and the role of liquidity in driving the markets and the economy. Page also shares his views on the stock market and the need for financial literacy.
Finally, Kathy and Liz Ann offer their outlook on the coming week’s Fed meeting and upcoming economic data.
Sébastien Page is the author of Beyond Diversification: What Every Investor Needs to Know About Asset Allocation ( and co-author of the book Factor Investing and Asset Allocation ( .
On Investing is an original podcast from Charles Schwab ( . For more on the show, visit schwab.com/OnInvesting ( .
If you enjoy the show, please leave a rating or review on Apple Podcasts ( .
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