Can't Shift Between Value and Growth Right Now, CalSTRS CIO Ailman Says

The video discusses the current market scenario, highlighting the outperformance of big tech companies and the concerns about narrow market leadership. It draws parallels with past market trends and emphasizes the impact of the ongoing health crisis on stock valuations. The discussion also covers the performance of value versus growth stocks and the importance of asset allocation in managing market risks.

What concerns are raised about the narrow leadership in the market?

What historical context is provided regarding market performance in the 80s and 90s?

What factors are mentioned that could affect the valuations of stay-at-home stocks?

How have value stocks performed year to date according to the text?

What is suggested about the relationship between value and growth stocks?