Markets Don’t Have Much Higher to Go, Says Latitude’s Lait

The video discusses recent market trends, highlighting a relief rally after a difficult Q4. It analyzes market valuation, suggesting it may be overvalued and facing risks from earnings and macroeconomic factors. The speaker predicts low returns but high volatility in the coming years, emphasizing the importance of stock selection and long-term views amid political and macro uncertainty.

In what ways does the speaker believe stock selection impacts investment outcomes?

What does the speaker suggest about the relationship between political uncertainty and market volatility?