Nick Samouilhan

Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

Multiple authors

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3 min

Article

2025-11-30

Macro and market Multi-asset Asset allocation Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Article

Monthly Asset Allocation Outlook

Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.

Multiple authors

event

5 min

Article

2025-11-30

Elections Market commentary Multi-asset Content CoE Program Global Program Wellington on Washington and the World Americas Discretionary Article

Pre-election ideas for investors: Lean into what you know (not what you don’t)

Our expert offers investable ideas based on known macro and market conditions, rather than speculation.

Multiple authors

event

3 min

Article

2025-10-31

Meet the Manager Firm Video Wealth Program iStrat Multi-asset Multi-Asset qualifier Multi-Asset solutions

Meet the Manager: Nick Samouilhan

Co-Head of Multi-Asset Platform Nick Samouilhan explains why his thirst for knowledge and collaborative mindset drive his approach to building durable solutions to meet client objectives.

By

Nick Samouilhan, PhD, CFA, FRM

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3 min

Video

2028-10-31

Economic cycle Interest rates Portfolio strategy Advised Retail Program iStrat Active management Article Chart in Focus

Chart in Focus: What does the rate cut mean for equities and bonds?

Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.

Multiple authors

event

3 min

Article

2025-09-30

Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Article Chart in Focus

Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

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3 min

Article

2025-09-30

USA Elections Tactical allocation Wealth Program iStrat Multi-Asset qualifier Geopolitical Wellington on Washington and the World Equity Fixed income Multi-asset Article

Four investment perspectives amid a pivotal US election

How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.

Multiple authors

event

6 min

Article

2025-09-30

Active management Growth Equity Macro and market Advised Retail Program Asia advised retail USA Wealth Article Chart in Focus

Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly. Can this signal more upside for the entire US equity market?

By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event

3 min

Article

2025-07-31

Multi-asset Outlook iStrat Brand Content CoE Program Global Program Article

Multi-Asset Investment Outlook

To help think through the asset allocation outlook and implications for this year, we offer views from iStrat, our investment strategy and solutions group.

Multiple authors

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Article

2025-07-31

Hedge funds Outlook Strategic allocation Market disruptions Tactical allocation Multi-asset Long-short Macro hedge funds Multi-strat hedge funds Article

Investing in “3D”: Forces shaping alternatives opportunities in 2024

Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.

By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

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4 min

Article

2025-06-30

Outlook Alternatives Hedge funds Private debt Volatility Economic cycle Private equity Article

Alternative Investment Outlook

This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.

Multiple authors

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Article

2025-06-30

Asset allocation Economic cycle Interest rates iStrat program Multi-asset Multi-Asset solutions iStrat Video

Exploring active opportunities amid continued regime change

Head of Multi-Asset Strategy, APAC, Nick Samouilhan outlines why today's environment of dispersion, divergence and disruption offers potentially compelling opportunities for active investors.

By

Nick Samouilhan, PhD, CFA, FRM

event

2 min

Video

2025-04-30

Alternatives Asset allocation Multi-asset Alternatives investing iStrat program Strategic allocation Multi-strat hedge funds iStrat Article

Can hedge funds play the role?

How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.

Multiple authors

event

11 min

Article

2025-03-31

Asset allocation Risk management Multi-asset Equity Fixed income Currency Strategic allocation iStrat program Article

Managing currency exposure in multi-asset portfolios: how to weigh the trade-offs and impact

Nick Samouilhan, Head of Multi-Asset Strategy – APAC, evaluates the trade-offs of different currency hedging approaches and offers a novel framework for gauging their potential portfolio impact.

Multiple authors

event

Article

2026-02-28

Growth Total return Asset allocation iStrat Equity Fixed income Multi-asset Alternatives Diversification Income Capital preservation Strategic allocation Outlook iStrat program Article

Why income-seeking investors need to look across asset classes

Income plays an even more crucial role in portfolios than many of us realise, contributing a significant portion of returns for multi-asset portfolios. But with cash rates at around 5%, the world of income has changed. This should prompt investors to take a fresh look across asset classes to see where opportunities lie.

Multiple authors

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Article

2024-12-31

Asset allocation Multi-asset Risk management iStrat Strategic allocation iStrat program Whitepaper

Rebalancing a multi-asset portfolio: A guide to the choices and trade-offs

Many investors wrestle with portfolio rebalancing decisions, particularly in volatile environments. In this paper, members of our Investment Strategy Team argue for a well-structured rebalancing policy and share research on different approaches and common implementation considerations.

By

Jacqueline Yang, CFA

Nick Samouilhan, PhD, CFA, FRM

event

Whitepaper

2025-12-31

Outlook Alternatives Asset allocation Asian Opportunities Climate Market Neutral Hedge funds Macro and market Tactical allocation Diversification Alternatives investing Article

Embracing uncertainty: Three alternatives ideas for a macro-driven world

Even as investors wrestle with the economic unknowns heading into 2024, Multi-Asset Strategists Nick Samouilhan and Adam Berger see opportunities to put alternative investments to work.

By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

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Article

2024-12-31

Income Volatility Multi-asset iStrat program Macro Geopolitical Economic cycle Interest rates Podcast

The new multi-asset investing regime

Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation.

By

Nick Samouilhan, PhD, CFA, FRM

event

27:56 min

Podcast

Income Asset allocation Multi-asset iStrat Whitepaper Strategic allocation Multi-Asset solutions

Income investing in multi-asset portfolios: Tipping the balance in your favour

Income can play a crucial role in the pursuit of investment objectives over time, but research from our iStrat Team argues for a balanced approach to asset allocation decisions given the potential trade-offs between income and capital return, risk, and portfolio diversification.

Multiple authors

event

Whitepaper

2024-09-30

Inflation Portfolio construction Multi-asset iStrat Quick Take Strategic allocation Multi-Asset solutions Alternatives

Is the structural case for inflation still intact?

Even if inflation cools in the coming months, members of our Investment Strategy team expect it to be "stickier" over the long term. Find out how that might impact asset allocation decisions.

By

Alex King, CFA

Nick Samouilhan, PhD, CFA, FRM

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Quick Take

2024-05-31

Portfolio construction Risk management Multi-asset iStrat Whitepaper Strategic allocation Multi-Asset solutions Alternatives

The alpha equation: Balancing active risk sources in multi-asset portfolios

Members of our iStrat Team share their research on the process of deciding how much active risk to take at the asset class and security levels in pursuit of alpha objectives. They also offer a step-by-step framework for implementing the research findings.

By

Alex King, CFA

Nick Samouilhan, PhD, CFA, FRM

event

Whitepaper

2024-04-30

market-artificial-intelligence-technology

Portfolio construction Multi-asset iStrat Macro and market Article Strategic allocation Multi-Asset solutions Alternatives

Using market-implied regimes to help build more resilient portfolios

Markets may fluctuate between different regimes, but how exactly should those regimes be defined? Our iStrat Team offers research on their market behavior-based approach and explains how it may aid in constructing portfolios that are better able to withstand the ups and downs of different environments.

By

Karoline Klimova

Nick Samouilhan, PhD, CFA, FRM

event

Article

2024-03-31

Volatility Currency Risk management iStrat Quick Take Tactical allocation Multi-Asset solutions

More currency volatility ahead: Which hedges could help?

To help investors begin to think about elevated currency risk, as well as opportunities to generate alpha through active currency management, members of our iStrat Team offer an overview of hedging approaches and their potential tradeoffs.

By

Nick Samouilhan, PhD, CFA, FRM

event

Quick Take

2024-02-29

Thematic exposure Portfolio construction iStrat Multi-asset Whitepaper Multi-Asset solutions Alternatives Thematic solutions Tactical allocation

Adding thematic equity investments to a multi-asset portfolio: An allocator’s handbook

Thematic investing may add a powerful return engine to portfolios, but allocators sometimes struggle with implementation decisions. Members of our Investment Strategy Team offer a framework for thinking about allocation size, strategy selection, and performance evaluation.

Multiple authors

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Whitepaper

2024-01-31

Hedge funds Private investing Outlook No Optimizely Macro and market Alternatives Private equity Article Tactical allocation Multi-Asset solutions iStrat

Opportunity in disguise: Why bad news may be good for alternatives in 2023

Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how alternative investments may help allocators make tailwinds out of macro and market headwinds in the year ahead.

By

Nick Samouilhan, PhD, CFA, FRM

Adam Berger, CFA

event

Article

2023-12-31

Multi-asset Alternatives iStrat Strategic allocation Retirement Article Defined contribution (DC) Income Multi-Asset solutions

Demystifying decumulation: A practical guide

Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren't on the radar when they were accumulating assets.

Multiple authors

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Article

2023-04-30

Net zero Carbon emissions Biodiversity Sustainable investing Climate Article

2022 Climate Change Investing Outlook

As the effects of climate change become more difficult to ignore, we suggest focusing on adaptation, mitigation, & engagement for 2022 climate investing plans.

Multiple authors

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Article

2022-12-31

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