It May Be Time to Rebalance Your 401(k), CalSTRS CIO Says

The video discusses the high valuations in technology stocks and the mixed earnings outlook. It highlights concerns about investing in big tech companies like Uber and Airbnb, despite their growth potential. The market's current sluggishness and the need for portfolio rebalancing are emphasized. Opportunities in global tech markets, particularly in Asia and Europe, are also explored.

What strategies does the speaker recommend for managing investment portfolios?

What opportunities does the speaker see in international markets compared to the U.S. market?