"We are, however, wary of positioning, and remain watchful of stretched valuations," one fund manager told CNBC.
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"Fundamentals and valuations can only be ignored for so long," one portfolio manager told CNBC.
Major institutions and influential figures are increasingly issuing warnings about soaring valuations.
"We do think the balance of risks means that it is prudent to have greater exposure to more defensive assets at this stage," one…
For the first time, investors said an AI bubble was their biggest worry, according to a recent Bank of American survey. What the…
Investors shouldn't "overstress" recent weakness in artificial intelligence stocks, the bank said.
Bank of America’s Global Fund Manager Survey found concerns about an AI bubble are mounting.
