| Big Picture • 08-Jan-2026 | |
Big Picture - Key Themes for 2026
Jitania Kandhari
The world is broadening economically, geopolitically, technologically and monetarily. How will this impact the investment landscape in 2026? Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets Equity ; Portfolio Manager, Passport Equity, outlines her Key Themes for the upcoming year.
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| Big Picture • 02-Dec-2025 | |
Video: Tariffs – Illusion Versus Reality
Jitania Kandhari
Tariffs don’t just hit abroad, they hit at home. In our latest Big Picture video, Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group breaks down the limitations of country-driven tariff policy given complex global dependencies in sectoral manufacturing supply chains.
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| Big Picture • 04-Nov-2025 | |
Tariffs: Illusion Versus Reality
Jitania Kandhari, Saumya Jain
The prevailing tariff playbook still assumes that trade can be neatly reshaped along national boundaries, but the world is organized by sectors, not countries. In "Tariffs: Illusion Versus Reality," Jitania Kandhari and Saumya Jain explain that it’s time to move beyond the illusion that country tariffs can deliver self-sufficiency.
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| Big Picture • 25-Jun-2025 | |
The International Rebalance
Jitania Kandhari
After the dominance of U.S. equity markets for the past 15 years, it is time to rebalance portfolios. As global leadership rotates, Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, explains the framework needed for an international allocation and what investors should consider owning.
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| Big Picture • 04-Feb-2025 | |
Big Picture - Key Themes for 2025
Jitania Kandhari
What are the forces that will shape 2025? Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group; Head of Macro & Thematic Research, Emerging Markets Equity ; Portfolio Manager, Passport Equity, outlines her ten Key Themes for the upcoming year.
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Deputy CIO, Solutions & Multi Asset Group
Head of Macro & Thematic Research, Emerging Markets Portfolio Manager, Passport Equity |