Investors Show Lack of Conviction in a Rally Near an All-Time High

The video discusses the cautious sentiment among institutional investors despite strong market performance in Q1. Experts analyze the impact of Fed policy, earnings growth, and global economic data on market valuations and risk assets. The discussion highlights the potential for foreign markets to outperform and the importance of central banks in extending the economic cycle.

What does the term 'flueless rally' mean in the context of the current market conditions?

Analyze the potential impact of central banks' policies on the future of risk assets.