‘A regime that has changed’: CIBC’s Sid Mokhtari on why investors now need to put more money on the sidelines
- Posted on September 23, 2026
- By The Globe and Mail
- 2 Views
- 1 min read
Financial markets are experiencing significant volatility, prompting investors to reconsider their portfolio strategies. CIBC analyst Sid Mokhtari suggests that the current economic landscape represents a fundamental shift, requiring investors to maintain higher cash reserves. This defensive positioning strategy reflects evolving market dynamics and potential upcoming opportunities that could reshape investment decisions in the coming months.
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