Market Outlook: Where Can Investors Find Value?

The video discusses the impact of investor sentiment on global economies, highlighting the cautious approach of companies holding cash due to uncertainty. Riverfront's investment strategy remains mildly pro-risk, focusing on non-U.S. stocks and emerging markets. The analysis covers currency and commodity markets, noting the value in certain currencies and the potential for growth. The discussion also touches on the oil market's influence and the role of technical analysis. A shift in focus from Japanese equities to commercial real estate is noted, considering the challenges faced by large exporters.

In what ways have commodity currencies been affected by the dollar and Chinese yuan?

What changes have occurred in the Japanese equities market according to the speaker?