With valuations still stretched, earnings revisions trending lower, and the Fed showing no urgency to cut, the conversation around equity risk has shifted from “if” to “when” for a growing number of financial advisors. We went straight to the advisor community to find out whether they believe the S&P 500 will be lower by June 2026 — and whether they’re making allocation changes now to get ahead of potential downside pressure.
If you’re exploring defensive repositioning options for client portfolios, the following fund screener pages on MutualFunds.com may be a useful starting point: