big-picture video
Big Picture  •  08-Apr-2024

Video: Return of 60/40 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, examines the return of the 60/40 portfolio strategy in 2024.

10548108_60_40_Insight-Tile-1x1
Insight thumbnail video icon
 
big-picture page
Big Picture  •  08-Apr-2024

Big Picture - Return of the 60/40 

Jitania Kandhari
In 2022, the 60/40 portfolio suffered its worst loss since 1937, prompting many market participants to question its value. Analyzing 200 years of data, Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, evaluates the renewed relevance of the 60/40 portfolio.

10548108_60_40_Insight-Tile-1x1
 
big-picture video
Big Picture  •  01-Apr-2024

Video: Oil. Underappreciated, Underinvested and Undervalued 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, believes oil is an underappreciated, underinvested and undervalued commodity in 2024.

10261958_Big-Picture_Insight-Tile-1x1
Insight thumbnail video icon
 
big-picture video
Big Picture  •  21-Mar-2024

Video: Ten Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Ten Key Themes for 2024.

10261958_Big-Picture_Insight-Tile-1x1
Insight thumbnail video icon
 
big-picture page
Big Picture  •  05-Feb-2024

Key Themes for 2024 

Jitania Kandhari
Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets; Portfolio Manager, Passport Equity, outlines her Key Themes for 2024.

10261958_Big-Picture_Insight-Tile-1x1
 
big-picture page
Big Picture  •  25-Jul-2023

China's Past, Present and Future 

Jitania Kandhari
A closer look at China’s past, present and future, its transition from poverty under Marxist policies to the global powerhouse it is today, and its ongoing attempt to navigate the complex intersection of economic, technological and geopolitical realities to achieve its goals. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explores.

10169420_Big-Picture_Insight-Tile-1x1
 
Warning Icon Sorry, there are no Italian versions available. Please switch back to view all versions.
 
jitania.kandhari_1
Deputy CIO, Solutions & Multi Asset Group

Head of Macro & Thematic Research, Emerging Markets

Portfolio Manager,
Passport Equity
 

Morgan Stanley Investment Management (Australia) Pty Limited operates under AFSL No: 314182.

Not to be shown, quoted or distributed to the public. The information shown in this website is not personal advice and does not take into account the investment objectives, financial situation or needs of any person.

Information on this website should not be considered a solicitation to buy, an offer to sell or a recommendation for any security in any jurisdiction where such an offer, solicitation or recommendation would be unlawful or unauthorized. In addition, investments may not be made via this website.

Past performance of any product described on this site is not a reliable indication of future performance.


Subscriptions    •    Privacy & Cookies    •    Terms of Use

©  Morgan Stanley | Investment Management (Australia) Pty Limited ACN 122040037