Category: insight
1 Min read | August 15, 2025

Putting cash to work

  • Commentary
NEI explores why holding too much cash could hurt your portfolio. Learn how to balance liquidity and growth with effective investment strategies.

Summary:

Investors are increasingly holding larger cash reserves amid uncertainty. Explore why doing this could hurt your portfolio, and how taking a balance approach could be a more effective. 

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Investors are increasingly holding larger cash reserves as uncertainty around inflation, interest rates, and global events influences decision-making. While cash can serve as a safe and flexible buffer during volatile times, it risks losing value due to inflation over the long term.

 

Our latest piece explores key factors driving cash-heavy portfolios, the costly effects of inflation on purchasing power, and the importance of balancing liquidity with growth-focused investments.

 

Strike the perfect balance in your investment portfolio and discover how to make your cash work smarter for you by downloading our latest report today.

 

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This material is for informational and educational purposes, and it is not intended to provide specific advice including, without limitation, investment, financial, tax or similar matters. The views expressed herein are subject to change without notice as markets change over time. Information herein is believed to be reliable, but NEI does not warrant its completeness or accuracy. Views expressed regarding a particular security, industry or market sector should not be considered an indication of trading intent of any funds managed by NEI Investments. Forward-looking statements are not guaranteed of future performance and risks and uncertainties often cause actual results to differ materially from forward-looking information or expectations. Do not place undue reliance on forward-looking information.

 

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NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso Correspondent Partners operates as a separate business unit of Aviso Financial Inc., which is a wholly owned subsidiary of Aviso Wealth Inc. ("Aviso"). Aviso is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five provincial Credit Union Centrals and The CUMIS Group Limited. Aviso is a registered mark owned by Aviso Wealth Inc.