"We do think the balance of risks means that it is prudent to have greater exposure to more defensive assets at this stage," one fund manager told CNBC.
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"We are, however, wary of positioning, and remain watchful of stretched valuations," one fund manager told CNBC.
Major institutions and influential figures are increasingly issuing warnings about soaring valuations.
"Fundamentals and valuations can only be ignored for so long," one portfolio manager told CNBC.
Interest in private markets and other alternatives is growing as markets grow more concentrated. Mercer's Niall O'Sullivan said…
Global investors have "another excuse to say that the outlook for the world's biggest stock market has deteriorated," one market…
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of…
