Why Japan Is a Good Investment Right Now: CalSTRS CIO

The video discusses Japan's economic outlook, highlighting potential growth due to structural reforms and Abenomics, despite skepticism. It explores market opportunities in Asia, particularly Japan, and suggests hedging currency risks. The discussion shifts to investment strategies, emphasizing a slightly overweight position in Japan and the US, while maintaining long-term exposures. The US market is analyzed, noting fading tailwinds but continued opportunities through stock buybacks and corporate earnings. The video concludes with a cautious approach to high valuations and a mature bull market.

What factors are contributing to the limited upside potential in the market?

What is the outlook for U.S. stocks according to the discussion?