CalSTRS' Long-Term View of Post-Election Markets

The video discusses Sters Investments' performance, missing its annual targets for the second year. Chris Ailman shares insights on market reactions post-Donald Trump's election and Brexit, emphasizing the need for a long-term investment strategy. Despite political changes, the focus remains on geographical rebalancing and exploring opportunities in equity, private equity, real estate, and infrastructure. The discussion highlights the importance of maintaining a steady investment approach, particularly in bonds, as a risk hedge.

What are the investment opportunities mentioned for long-term investors?

What is the long-term investment horizon mentioned by Chris Ailman?