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

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 27 August 2024

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Two global asset-allocation experts weigh in on the direction of interest rates, inflation, and the economy and their implications for stocks and bonds.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.5	Hi and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:39.6	And I'm Amy Arnaut, portfolio strategist for Morningstar. On today's podcast, we'll chat with two global asset allocation specialists.
0:48.7	Omar Aguilar from Charles Schwab and Sebastian Page from Tiro Price. Omar is CEO and chief investment officer for
0:57.0	Schwab asset management. Before joining Schwab in 2011, he worked at a variety of firms, including
1:03.9	financial engines, ING investment management, Lehman Brothers, Merrill Lynch investment management, and bankers trust.
1:12.7	And Sebastian Page is head of global multi-acet investing at Tiro Price, where he oversees a team
1:18.0	of investment professionals dedicated to the firm's multi-asset portfolios. He's a member of
1:23.0	T-Row Price's Asset Allocation Committee, and he's also a member of the management committee of
1:28.0	Tiro Price Group. Prior to joining the firm in 2015, Sebastian was an executive vice president
1:33.5	at PIMCO, where he led a team focused on research and development of multi-asset solutions,
1:39.0	and he was a senior managing director at State Street Global Markets before that.
1:44.0	Omar and Sebastian, welcome to the
1:45.5	Longview. Thank you. Thanks for having us. Thanks for having us. Thank you both for being here.
1:52.6	So we want to talk about the current economic environment and the current interest rate environment.
1:58.7	The sentiment that the Fed would cut interest rates multiple times in
2:02.5	2024 was widespread coming into this year, but the Fed still probably won't start cutting
	...

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