Finding exciting opportunities in today's market

The ASX200 has rallied by around 17% since its low on February 11th. Given the mood of anxiety at the time, few could have predicted such an aggressive rally was about to begin. Rates have been a driver, though whether or not lower interest rates justify higher prices is a matter that remains hotly debated. Steven Johnson commented; "what has changed for us is that the market has got a lot more level. This time last year we had a portfolio of stocks that we were really excited about... we're finding it a lot harder to find new opportunities." In this thematic discussion, Matthew Kidman from Centennial Funds hosts Steve Johnson from Forager Funds and Stuart Jackson from Montgomery Investment Management as they discuss the increasingly difficult hunt for value and outline two stocks they think still look attractive.