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Nick Samouilhan live on Bloomberg TV: Wellington's Samouilhan on Markets

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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.”

©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.

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This material and its contents may not be reproduced or distributed, in whole or in part, without the express written consent of Wellington Management. This document is intended for information purposes only. It is not an offer or a solicitation by anyone, to subscribe for shares in Wellington Management Funds (Luxembourg) III SICAV (the Fund). Nothing in this document should be interpreted as advice, nor is it a recommendation to buy or sell shares. Investment in the Fund may not be suitable for all investors. Any views expressed are those of the author at the time of writing and are subject to change without notice. Investors should carefully read the Key Facts Statement (KFS), Prospectus, and Hong Kong Covering Document for the Fund and the sub-fund(s) for details, including risk factors, before making an investment decision. Other relevant documents are the annual report (and semi-annual report).

Issued by Wellington Management Hong Kong Limited. Investment involves risk. Past performance is not indicative of future performance. This document has not been reviewed by the Securities and Futures Commission of Hong Kong.