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News 2026-09-29 01:06 UTC

Ram Ahluwalia favors utilities and financials over bonds as yields rise

Ram Ahluwalia, the CEO of Lumida Wealth, is telling investors to do something that sounds counterintuitive at first: stop buying bonds and start buying stocks that behave like bonds. Specifically, he's pointing to utilities and financials as the sectors best positioned to absorb the impact of risin…