Caught between chasing the next rally and dodging mounting geopolitical headwinds? You're not alone. Major Wall Street strategists are weighing in on how investors should navigate this tension. The playbook isn't about choosing sides—it's about understanding where the institutional money is actually positioning. With equity markets still running hot and global risks tightening, the calculus shifts daily. Smart players are tuning into what the biggest banks' research desks are saying right now, because that's where the real conviction tends to show up.