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.

00:00 Hello
00:46 Introduction
02:00 Interview with Sébastian Page
23:05 One Investment
24:46 Action Point

WEALTHTRACK episode 2029 originally broadcast on January 12, 2024

More info: https://wealthtrack.com/a-new-market-...


The View from the Knife's Edge: A New Market Regime: https://www.troweprice.com/corporate/...


Bookshelf: Beyond Diversification: What Every Investor Needs to Know About Asset Allocation
https://amzn.to/3U4a2mB