BMO Chief Market Strategist Carol Schleif breaks down how to invest when markets are “priced for perfection” — and where the real opportunities are hiding right now.
00:00 Introduction
00:19 Market outlook: what markets get right vs missing
02:22 Do fundamentals justify current levels
03:41 Earnings signals and red flags
05:59 AI trade: priced in or more upside
07:25 Investor positioning at highs
08:58 Portfolio strategy and allocation
10:35 What signals a stretched market
12:19 S&P upside and return expectations
13:39 Put money to work now or wait
15:03 Rapid fire: This or That
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