Making sense of this stunning rally

With the ASX 200 train moving full steam ahead, the three critical questions for investors now are: 1) Is there much gravy left? 2) Where are the next sector rotation opportunities? 3) What can make the locomotive stall or potentially go backwards?

Watch the extended interview below to hear fund managers address these questions as well as suggest how investors can structure their portfolios and call out companies that have what it takes to survive and thrive in this environment.