The Finimize Podcast: Ep 07 - Jitania Kandhari.

Morgan Stanley Investment Management CIO On Her 10 Key Investment Themes For 2023

The Finimize Podcast: Ep 07 - Jitania Kandhari

The Finimize Podcast: Ep 08 - Liz Young.

Market Outlook with SoFi’s Head of Investment Strategy - Liz Young 🏆

The chief fixed income strategist at Charles Schwab weighs in on the Silicon Valley Bank fallout, problems at Credit Suisse, and social media’s role in bank runs.

The Finimize Podcast: Ep 09 With Guest Kathy Jones

He shares his views with Eddie Donmez about the big-picture outlook and the bank-sector turmoil, plus what the Fed might do, and where he’s seeing opportunities.

The Finimize Podcast: Ep 10 WisdomTree Chief Investment Officer Jeremy Schwartz

He shares his views with Eddie Donmez about the Bank of England’s latest hike and why the central bank is now “outside the herd”. Plus, opportunities in UK stocks, and why bonds are back in vogue. .

The Finimize Podcast: Ep 11 JPMorgan Asset Management’s Hugh Gimber

In the latest episode of The Finimize Podcast, Eddie chats with personal finance guru Brian Byrnes about the UK’s end-of-tax-year, and the best things you can do now for your retirement savings.

How To Protect Your Wealth During A Cost-Of-Living Crisis, With MoneyBox’s Brian Byrnes

Your Daily Brief For March 31st

Retail Investors Are More Upbeat: Here’s Where You’re Seeing Opportunities.

On the seventh episode of "The Finimize Podcast" Eddie Donmez welcomes [Jitania Kandhari](https://www.morganstanley.com/im/en-gb/intermediary-investor/about-us/investment-professionals/kandhari-jitania.html) who is the Deputy CIO of the Solutions and Multi-Asset Group, Co-Lead Portfolio Manager for the Active International Allocation Strategy, and Head of Macro and Thematic Research for the Emerging Markets Equity team at Morgan Stanley.

The easy money era ended last year as the U.S. Federal Reserve raised rates at the fastest pace since the 1980s to control 40-year high inflation. The COVID-19 pandemic has eased, the Russia-Ukraine conflict has reached a stalemate and the global economy is now adjusting to long-lasting impacts that will usher in new investment themes.

Most notable among them are migration trends, a declining U.S. dollar, tighter commodity markets, cracks in the semisphere, a revival in Capex, supply chain resiliency and new leadership in economies and markets.

 
We discuss her key themes that will likely have major economic, political and market implications for 2023.

**Listen in the Finimize App or on** [Spotify](https://open.spotify.com/show/1UPas3OtXxJ0uEASRndMTd) or [Apple Podcasts](https://podcasts.apple.com/gb/podcast/the-finimize-podcast/id1674219819).



Podcast

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Morgan Stanley Investment Management CIO On Her 10 Key Investment Themes For 2023

Morgan Stanley Investment Management CIO On Her 10 Key Investment Themes For 2023

BECOME A SMARTER INVESTOR

Your Daily Brief For March 31st

Retail Investors Are More Upbeat: Here’s Where You’re Seeing Opportunities.