Russell Investsments Sees Market Rotation Over Next Year

The video discusses current market trends, highlighting temporary economic factors and the impact of low discount rates. It explains how tech companies benefit from these conditions, with their market cap potentially rivaling major global economies. The video also explores future market drivers, emphasizing a potential shift from tech to cyclical value companies and non-US markets due to current economic cycles and stimulus measures.

What potential market rotation is anticipated over the next 12 months?

In what way might non-U.S. markets perform differently in the near future?