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Big Picture  •  Apr 08, 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.

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Big Picture  •  Apr 08, 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.

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Big Picture  •  Apr 01, 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.

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Big Picture  •  Mar 21, 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.

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Big Picture  •  Feb 26, 2024

Big Picture: 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.

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big-picture page
Big Picture  •  Feb 05, 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.

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Big Picture  •  Jul 25, 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.

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Deputy CIO, Solutions & Multi Asset Group

Head of Macro & Thematic Research, Emerging Markets

Portfolio Manager,
Passport Equity
 

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