What You Need to Know About Asset Allocation (With Sébastien Page)
Charles Schwab Charles Schwab
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 Published On Apr 26, 2024

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 (https://www.mhebooklibrary.com/doi/bo...) and co-author of the book Factor Investing and Asset Allocation (https://www.cfainstitute.org/-/media/...) .


On Investing is an original podcast from Charles Schwab (https://schwab.com) . For more on the show, visit schwab.com/OnInvesting (https://schwab.com/OnInvesting) .


If you enjoy the show, please leave a rating or review on Apple Podcasts (http://getpodcast.reviews/id/1711806955) .


Important Disclosures


The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 


All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. 


Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.


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Investing involves risk, including loss of principal.


Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.


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Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income and small capitalization securities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.


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