How CalSTRS Prepares for a Low Growth, Low Yield Cycle

The video discusses the challenges of achieving a 7.5% return in a low yield environment, emphasizing the need for diversification beyond fixed income. It explores alternative strategies, such as trading styles and government bonds, to maintain value during market downturns. The speaker addresses the potential impact of economic changes on investment strategies and highlights future growth opportunities in emerging markets and infrastructure. The importance of balancing portfolios for long-term growth is emphasized, considering demographic shifts and market conditions.

In what ways does the speaker believe infrastructure investments can provide returns?

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What challenges does the speaker foresee in generating returns over the next few years?

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