The S&P/ASX200 has had a good run, nearing record highs last week. It comes after a bit of sideways movement over the last few months. But what lies ahead for markets?

Matthew Kidman, Principal at Centennial Asset Management, talks to Sean Aylmer about how he sees the rest of the year playing out for investors, including the outlook for global star Nvidia, and local retailers and industrials.

This is general information only. You should seek professional advice before making investment decisions.