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Jitu Naidu Profile
Jitu Naidu
Investment Communications Manager
Boston

Insights By Jitu Naidu

Showing 6 of 6 Insights Posts
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Fixed income Portfolio construction Monetary policy Credit Government bonds Europe Active management Volatility Risk management Article
Archived info

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

event May 2023
Article
2024-05-12
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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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

event December 2022
Quick Take
2023-12-31
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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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

event November 2022
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.
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