big-picture page
Big Picture  •  21-May-2024

Emerging Markets: Stepping Into the Spotlight 

Jitania Kandhari
In this updated report, read how Emerging Markets are driven by more than just China. Emerging Market Equities look attractive with higher growth, reduced debt, and lower inflation. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group and Head of Macro & Thematic Research, Emerging Markets explains.

10586588 Big Picture Insight-Tile-1x1
 
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  •  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 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
 
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
 

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The contents presented herein are provided in Singapore by Morgan Stanley Investment Management Company (Unique Entity Number 199002743C), which is regulated by the Monetary Authority of Singapore. Any asset management or other services are provided in Singapore by Morgan Stanley Investment Management Company and you should contact Morgan Stanley Investment Management Company in relation to any questions you may have on the information presented on this website.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.

Subscriptions    •    Privacy & Cookies    •    Your Privacy Choices Your Privacy Choices Icon    •    Terms of Use

©  Morgan Stanley. All rights reserved. Morgan Stanley Investment Management Company (Unique Entity Number 199002743C) is regulated in Singapore by the Monetary Authority of Singapore.