The most popular bets remain in megacap tech.
U.S. stocks were also more favored by investors than international ones.
Today's strike took place in more than 200 U.S. cities and is the barista union's largest to date.
Shrinking sales and cooling prices may portend a soft economic landing to come.
Investors may be overestimating the likelihood of interest rate cuts to come, however.
The economy is set to avoid a recession, with earnings rising and stock valuations remaining steady, Goldman said.
A portfolio should account for the risks of both inflation and a recession, strategist Tim Murray said.
Scion Asset Management trimmed its holdings to just 13 positions, liquidating bets on about two dozen stocks and ETFs.
Other sectors, such as AI, present some risks, they said.
The strategists expect S&P 500 earnings-per-share to rise 5% in 2024 to $237.
Global stocks recorded $8.8 billion of inflows in the week ending Nov. 8.
The flight from equities coincides with a surge in money-market fund assets.
Nevertheless, the overall banking system "remains sound," the central bank said.
Morningstar's John Rekenthaler considers “sequence opportunity” when people are accumulating assets.
Just a handful of companies have powered this year's market gains.
There are more opportunities than obstacles, some of the portfolio managers say.
This portfolio manager ignores the critics of Nvidia who say it's too expensive.
A soft landing would imply notable upside for equities, said this HSBC team.
A rising natural interest rate will create winners and losers as it reverberates throughout the global economy.
Investors continue to pour billions of dollars into safe havens despite hearing more bullish language from some analysts.