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Jitu Naidu
Investment Communications Manager
Boston

Insights By Jitu Naidu

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521333620
Fixed income Portfolio construction Monetary policy Credit Government bonds Europe Active management Volatility Risk management Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

4 reasons why European investors may benefit from going global

Bonds are looking increasingly attractive, but a new, more volatile, normal means investors with a home bias may wish to revisit portfolios. An inconsistent policy landscape and lower hedging costs are just some of the reasons why European investors in particular may benefit from going global.

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By

Marco Giordano

Jitu Naidu

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Article
2024-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Bank liquidity Risk management Monetary policy Volatility Inflation USA Financials Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Understanding the US banking sector shake-up

Investment Communications Managers Jitu Naidu and Adam Norman detail recent US bank failures and analyze the implications. (Published 15 March 2023)

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By

Jitu Naidu

Adam Norman

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Quick Take
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1067598518
Financials Volatility Monetary policy Inflation Interest rates Collection
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Tight money: Banks feeling the squeeze of higher rates

In this curated collection, some of our experts share their latest perspectives on the ongoing turmoil in the US banking sector and its potential implications.

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Multiple authors

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Collection
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Currency Government bonds Fixed income Japan Interest rates Volatility Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

New BOJ governor: Dove, hawk… or owl?

Investment Director Masahiko Loo and Client Portfolio Manager Jitu Naidu discuss potential implications of the upcoming “changing of the guard” at the BOJ.

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By

Masahiko Loo

Jitu Naidu

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Quick Take
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Currency Macro and market Fixed income Monetary policy Asset allocation USA Quick Take
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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.

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By

Jitu Naidu

Martin Harvey, CFA

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Quick Take
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Elections Fiscal policy Monetary policy Geopolitical USA Quick Take
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Markets take US election results in stride (for now, anyway)

Client Portfolio Manager Jitu Naidu weighs in on the markets' response to, and other potential implications of, the recently held US midterm elections.

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Jitu Naidu

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Quick Take
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Inflation Interest rates Economic cycle Currency Japan Fixed income Quick Take
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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.

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By

Jitu Naidu

Masahiko Loo

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Quick Take
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Economic cycle Inflation Portfolio strategy Interest rates Monetary policy Multi-asset Quick Take
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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.
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By

Jitu Naidu

Amar Reganti

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Quick Take
2022-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Economic cycle Inflation Monetary policy USA Geopolitical Fixed income Quick Take
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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.
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By

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
Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article
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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.
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Multiple authors

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Article
2022-11-15
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