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Active management: Aligning portfolios with client goals

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Jitu Naidu Profile
Jitu Naidu
Investment Communications Manager
Boston

Insights By Jitu Naidu

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Quick Take
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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Jitu Naidu
Jitu Naidu
Martin Harvey
Martin Harvey, CFA
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Quick Take
2023-12-31
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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
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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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Jitu Naidu
Jitu Naidu
Masahiko Loo
Masahiko Loo
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Quick Take
2023-01-31
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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
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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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Jitu Naidu
Jitu Naidu
Amar Reganti
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.
Quick Take
Economic cycle Inflation Monetary policy USA Geopolitics 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.
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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Jitu Naidu
Jitu Naidu
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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
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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.
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Article
2022-11-15
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