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.
- 2:00 - Path to multi-asset investing: South Africa and economics
- 4:15 – Allocators’ shifting challenges
- 7:00 – New income-generation research
- 9:45 – The income balancing act
- 12:20 – Deep dive on multi-asset research
- 15:30 – Recent research: Value versus growth and active management
- 18:30 – Correlation between equities and bonds
- 19:50 – Navigating change with frameworks: Inflation and regulatory risk
- 22:25 – Effect of geopolitical risk
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
