Skip to main content
- Funds
- Capabilities
- Insights
- About Us
Asset classes
Singapore, Individual
Change
Watch full interview
Wellington's Head of Multi-Asset Strategy, APAC, Nick Samouilhan joined Bloomberg anchors Haslinda Amin and Rishaad Salamat for a discussion on macro and markets. Nick sees the Fed’s focus moving from policy and inflation to policy and growth, predicts the next chapter is “more about micro than macro,” and believes China is moving cautiously to a new economic model. He also contends there is a “range of corporates out there that are facing a much tougher corporate environment, which is something we need to focus on.”
Video Player is loading.
Current Time 0:00
/
Duration 6:36
Loaded: 0%
0:00
Stream Type LIVE
Remaining Time -6:36
1x
- Chapters
- descriptions off, selected
- subtitles settings, opens subtitles settings dialog
- subtitles off, selected
- en (Main), selected
This is a modal window.
Beginning of dialog window. Escape will cancel and close the window.
End of dialog window.
This is a modal window. This modal can be closed by pressing the Escape key or activating the close button.
©2023 Bloomberg, All rights reserved, used with permission. Filmed (01 December 2023). Views expressed herein are those of the speaker, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients.
Recommended for you
Showing
6
of
6
Insights Posts
Insurance
Asset allocation
Macro and market
Balance sheet
iStrat
Multi-asset
Tactical allocation
Quarterly Asset Allocation Outlook
iStrat program
Article
Archived
info
Risky business: Is now the time for surplus action?
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, considers insurers' renewed interest in risk assets and offers his views on areas that may be worth a closer look.
event
April 2024
17
min
Article
2025-04-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Asset allocation
Interest rates
Economic cycle
iStrat
Multi-asset
Equity
Fixed income
Commodities
Tactical allocation
Quarterly Asset Allocation Outlook
iStrat program
Article
Archived
info
Do fundamentals support a risk-on tilt?
Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
Multiple authors
event
April 2024
Article
2025-03-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Asset allocation
Inflation
Monetary policy
Outlook
Quarterly Asset Allocation Outlook
Volatility
Multi-asset
Article
No Optimizely
Archived
info
Multi-Asset Outlook — Higher rates for longer: What does it mean for markets?
For central banks, the inflation fight is on, but the policy and market responses will vary in the coming months. Nanette Abuhoff Jacobson and Supriya Menon discuss the implications for equities, bonds, and commodities.
event
October 2022
Article
2023-11-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy
Multi-asset
Tactical allocation
Content CoE Program Global Program
Elections
Quarterly Asset Allocation Outlook
Article
Archived
info
Sahm rules are meant to be broken
Fed easing is finally here and fundamentals remain favorable. But what about that election? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
Multiple authors
event
October 2024
12
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Insurance
Macro and market
Tactical allocation
FRM Program
iStrat
Quarterly Asset Allocation Outlook
Article
Archived
info
Come on in, the water’s fine! Ready for a surplus summer
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he continues to see reserve fixed income as the sweet spot for insurers and why there may be upside for equities.
event
July 2024
17
min
Article
2025-07-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Fixed income
Interest rates
Asset allocation
Multi-asset
Tactical allocation
Quarterly Asset Allocation Outlook
Article
Archived
info
With the Fed on hold, is the case for bonds kaput?
Amid worries about sticky inflation, the market has scaled back its expectations for interest rate cuts this year. But even if rate cuts are on hold a while longer, members of our Multi-Asset Team still think investors should consider a move from cash to bonds.
event
May 2024
5
min
Article
2025-05-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Insurance
Asset allocation
Macro and market
Balance sheet
iStrat
Multi-asset
Tactical allocation
Quarterly Asset Allocation Outlook
iStrat program
Article
Archived
info
Risky business: Is now the time for surplus action?
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, considers insurers' renewed interest in risk assets and offers his views on areas that may be worth a closer look.
event
April 2024
17
min
Article
2025-04-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Asset allocation
Interest rates
Economic cycle
iStrat
Multi-asset
Equity
Fixed income
Commodities
Tactical allocation
Quarterly Asset Allocation Outlook
iStrat program
Article
Archived
info
Do fundamentals support a risk-on tilt?
Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
Multiple authors
event
April 2024
Article
2025-03-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Asset allocation
Inflation
Monetary policy
Outlook
Quarterly Asset Allocation Outlook
Volatility
Multi-asset
Article
No Optimizely
Archived
info
Multi-Asset Outlook — Higher rates for longer: What does it mean for markets?
For central banks, the inflation fight is on, but the policy and market responses will vary in the coming months. Nanette Abuhoff Jacobson and Supriya Menon discuss the implications for equities, bonds, and commodities.
event
October 2022
Article
2023-11-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy
Multi-asset
Tactical allocation
Content CoE Program Global Program
Elections
Quarterly Asset Allocation Outlook
Article
Archived
info
Sahm rules are meant to be broken
Fed easing is finally here and fundamentals remain favorable. But what about that election? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
Multiple authors
event
October 2024
12
min
Article
2025-10-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Insurance
Macro and market
Tactical allocation
FRM Program
iStrat
Quarterly Asset Allocation Outlook
Article
Archived
info
Come on in, the water’s fine! Ready for a surplus summer
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he continues to see reserve fixed income as the sweet spot for insurers and why there may be upside for equities.
event
July 2024
17
min
Article
2025-07-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Fixed income
Interest rates
Asset allocation
Multi-asset
Tactical allocation
Quarterly Asset Allocation Outlook
Article
Archived
info
With the Fed on hold, is the case for bonds kaput?
Amid worries about sticky inflation, the market has scaled back its expectations for interest rate cuts this year. But even if rate cuts are on hold a while longer, members of our Multi-Asset Team still think investors should consider a move from cash to bonds.
event
May 2024
5
min
Article
2025-05-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Insurance
Asset allocation
Macro and market
Balance sheet
iStrat
Multi-asset
Tactical allocation
Quarterly Asset Allocation Outlook
iStrat program
Article
Archived
info
Risky business: Is now the time for surplus action?
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, considers insurers' renewed interest in risk assets and offers his views on areas that may be worth a closer look.
event
April 2024
17
min
Article
2025-04-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Asset allocation
Interest rates
Economic cycle
iStrat
Multi-asset
Equity
Fixed income
Commodities
Tactical allocation
Quarterly Asset Allocation Outlook
iStrat program
Article
Archived
info
Do fundamentals support a risk-on tilt?
Surprisingly strong economic growth, declining inflation, easy financial conditions — can it get any better for markets? Members of our Investment Strategy & Solutions Group offer their outlook, including their latest views on equities, bonds, and commodities.
Multiple authors
event
April 2024
Article
2025-03-31
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Asset allocation
Inflation
Monetary policy
Outlook
Quarterly Asset Allocation Outlook
Volatility
Multi-asset
Article
No Optimizely
Archived
info
Multi-Asset Outlook — Higher rates for longer: What does it mean for markets?
For central banks, the inflation fight is on, but the policy and market responses will vary in the coming months. Nanette Abuhoff Jacobson and Supriya Menon discuss the implications for equities, bonds, and commodities.
event
October 2022
Article
2023-11-30
Archived
info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
- play_circle_outline
URL References
Related Insights
We seek to exceed the investment objectives and service expectations of our fund investors and their advisers worldwide
legal Information
Follow us
© Copyright 2025 Wellington Management Singapore Pte. Ltd. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Singapore Pte. Ltd., a private limited company incorporated in the Republic of Singapore. Address: 8 Marina Boulevard, Tower 1 #03-01 Marina Bay Financial Centre 018981. Licensed and regulated by the Monetary Authority of Singapore.