Germany (Deutschland), Institutional

Changechevron_right
highlight_off

Thank you for your registration

You will shortly receive an email with your unique link to our preference center.

Wellington Alternative Investments

...

Contact us

Jitu Naidu Profile
Jitu Naidu
Investment Communications Manager
Boston

Insights By Jitu Naidu

Showing of Insights Posts
Quick Take
Currency Macro and market Fixed income Monetary policy Asset allocation USA Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Currency outlook: Nearing the end of USD exceptionalism?

Fixed Income Portfolio Manager Martin Harvey and Investment Communications Manager Jitu Naidu consider the present state of and outlook for the US dollar.

Continue reading

By

Jitu Naidu
Jitu Naidu
Martin Harvey
Martin Harvey, CFA
event
Quick Take
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Monetary policy Inflation Interest rates Economic cycle Currency Japan Fixed income Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bank of Japan policy shift: Waiting for the other shoe to drop?

Client Portfolio Manager Jitu Naidu and Investment Director Masahiko Loo share their take on the consensus view that Japan has reached several key inflection points.

Continue reading

By

Jitu Naidu
Jitu Naidu
Masahiko Loo
Masahiko Loo
event
Quick Take
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Economic cycle Inflation Portfolio strategy Interest rates Monetary policy Multi-asset Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Positioning for a “pricey” recession scenario
Client Portfolio Manager Jitu Naidu and Fixed Income Strategist Amar Reganti offer portfolio positioning ideas for the potential recession scenario that may lie ahead.
Continue reading

By

Jitu Naidu
Jitu Naidu
Amar Reganti
Amar Reganti
event
Quick Take
2022-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Economic cycle Inflation Monetary policy USA Geopolitics Fixed income Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Reckoning with recession risk: Why this one may be “pricey”
Client Portfolio Manager Jitu Naidu shares his latest take on the looming risk of a global economic recession and related issues.
Continue reading

By

Jitu Naidu
Jitu Naidu
event
Quick Take
2022-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
668800361
Article
Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2022 Fixed Income Outlook
Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.
Continue reading

Multiple authors

event
Article
2022-11-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
5 LOAD {count} MORE

URL References

Related Insights

 © Copyright 2025 Wellington Management Europe GmbH. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Europe GmbH. Authorised Representatives: Margaret Mittler, Tobias Ripka and Responsible Person: Marco Näder, contactable at the registered office: Bockenheimer Landstraße 43-47, 60325 Frankfurt am Main, Germany. T: +49-69-677761-500. VAT-number DE 326304943 (Umsatzsteuer-Identifikationsnummer) Commercial Register of the local court Frankfurt am Main (Handelsregister des Amtsgericht Frankfurt am Main), HRB 115460 .

Wellington Management Europe GmbH, is authorised and regulated by the German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht)
For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More

Enjoying this content?

Get similar insights delivered straight to your inbox. Simply choose what you’re interested in and we’ll bring you our best research and market perspectives.

View More
highlight_off

Thank you for joining our email preference center.

You’ll soon receive an email with a link to access and update your preferences.

Sorry, not interested

View More