#portfolio strategy
articles
Personal Finance
Avendus Wealth Tells Clients to Keep 35% in Cash Despite Constructive Market Outlook
The wealth manager is shifting focus from liquidity-fuelled gains to earnings delivery, and says near-term noise justifi...
Markets
Jefferies Tells Investors to Rotate to Dividend Heavyweights as AI Hype Cools
Amid uncertainty over AI returns, Jefferies strategist Desh Peramunetilleke advises rotating to low-volatility U.S. divi...