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Asset allocation Economic cycle Interest rates iStrat program Multi-asset Multi-Asset solutions iStrat Video
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Exploring active opportunities amid continued regime change

Head of Multi-Asset Strategy, APAC, Nick Samouilhan highlights the importance of focusing on high-quality, well-run companies amid increasing dispersion; diversified regional allocations amid greater divergence; and the disruptive implications of AI.

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Nick Samouilhan, PhD, CFA, FRM

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2 min
Video
2025-05-31
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Income Asset allocation Multi-asset iStrat program Macro and market Tactical allocation Multi-Asset solutions Article Multi-Asset qualifier
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Income: the hard worker in your portfolio deserves more credit

Income from cash is good but income from bonds is better. In a less certain macro environment, Nick Samouilhan thinks the case for income only gets stronger. How can investors make the most of the opportunities?

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Multiple authors

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5 min
Article
2025-04-30
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