Now Is the Time to Rebalance Your Retirement Funds, CalSTRS CIO Ailman Says

The video discusses global treasury buying trends and factors that could end the bull market, such as actions by the Fed and global interest rates. It covers asset allocation strategies, emphasizing the importance of rebalancing portfolios based on market movements rather than the calendar. The video advises viewers to review and adjust their retirement funds, highlighting the potential for being overweight in fixed income and global stocks.

What are some factors that could potentially end the current bull market?

• Increased consumer spending

• Rising oil prices

• Technological advancements

• Actions by the Federal Reserve

What is the current trend in global interest rates?

• High and increasing

• Moderate and stable

• Low and likely to remain so

• Fluctuating unpredictably

What is the primary reason for rebalancing portfolios according to the speaker?

• To increase investment in technology

• To adjust to market movements

• To reduce tax liabilities

• To align with the calendar year

What is the speaker's stance on being defensive in asset allocation?

• Slightly defensive

• Strongly defensive

• Highly aggressive

• Not defensive at all

Why does the speaker emphasize rebalancing retirement funds?

• To increase exposure to fixed income

• To avoid any exposure to diversifying strategies

• To focus solely on global stocks

• To ensure a balanced global growth exposure