Insights
The International Rebalance
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Big Picture
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June 25, 2025
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June 25, 2025
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The International Rebalance |
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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Deputy CIO, Solutions & Multi-Asset Group, Portfolio Manager, Passport Equity, Head of Macro & Thematic Research
Emerging Markets Equity Team
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