Russell Investments Sees 'Limited Upside' for S&P 500

The video discusses the anticipated Fed rate cuts and their impact on the market, suggesting a defensive investment strategy due to limited market upside. It highlights the importance of international exposure, particularly in emerging markets and continental Europe, while being cautious about the UK due to Brexit. The video also covers currency strategies, emphasizing the Japanese yen, and the performance of real assets like infrastructure and REITs. Overall, it suggests a prudent approach by taking profits and preparing for potential market shifts.

What is the expected action by the Federal Reserve discussed in the video?

• A 25 basis points cut

• A 50 basis points cut

• No change in rates

• An increase in rates

Why is there limited upside in the US market according to the video?

• High inflation rates

• Early in the economic cycle

• Late in the economic cycle

• Strong GDP growth

What strategy is suggested for investors given the market's performance this year?

• Invest solely in US markets

• Take profits and protect against downturns

• Ignore market trends

• Increase equity risk

Which regions are highlighted as having potential upside in the video?

• Emerging markets and continental Europe

• North America and Asia

• Australia and South America

• UK and Japan

What is the stance on the Japanese yen as discussed in the video?

• Neutral with no specific strategy

• Avoided due to market volatility

• Overweight as a safe haven

• Underweight due to high risk