Nick Samouilhan
PhD, CFA, FRM
Head of Multi-Asset Strategy – APAC
Singapore
As a multi-asset strategist, Nick collaborates with investment teams across the firm to help our clients generate better investment outcomes. In this role, he assists clients with strategic and dynamic asset allocation decisions, market insights, manager selection, portfolio design and risk management.

Insights By Nick Samouilhan

Showing of Insights Posts
981716-001
Alternatives Asset allocation Multi-asset iStrat program Strategic allocation Multi-strat hedge funds iStrat Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

Multiple authors

event
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
957984226
Asset allocation Risk management Multi-asset Equity Fixed income Currency Strategic allocation iStrat program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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. 

Continue reading

Multiple authors

event
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
591212037
Growth Total return Asset allocation iStrat Equity Fixed income Multi-asset Alternatives Diversification Income Capital preservation Strategic allocation Outlook iStrat program Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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. 

Continue reading

Multiple authors

event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
636900125
Asset allocation Multi-asset Risk management iStrat Strategic allocation iStrat program Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Jacqueline Yang, CFA

Nick Samouilhan, PhD, CFA, FRM

event
Whitepaper
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Alternatives Asset allocation Asian Opportunities Climate Market Neutral Hedge funds Macro and market Tactical allocation Diversification Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
chapter-alternative-768x450
Outlook Alternatives Private debt Volatility Economic cycle Private equity Hedge funds Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Alternative Investment Outlook

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

Continue reading

Multiple authors

event
Article
2024-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

event
27:56 min
Podcast
1054647674
Income Asset allocation Multi-asset iStrat Whitepaper Strategic allocation Multi-Asset solutions
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

Multiple authors

event
Whitepaper
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Outlook Alternatives Hedge funds Private debt Article Tactical allocation Multi-Asset solutions iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Focus on what you can control: Five alternative investment ideas for an uncertain world

Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how a variety of alternative investments, including select hedge funds and private credit, could help allocators reduce the importance of the economic cycle to their portfolio results.

Continue reading

By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

event
Article
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Inflation Portfolio construction Multi-asset iStrat Quick Take Strategic allocation Multi-Asset solutions Alternatives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Alex King, CFA

Nick Samouilhan, PhD, CFA, FRM

event
Quick Take
2024-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
961043500
Portfolio construction Risk management Multi-asset iStrat Whitepaper Strategic allocation Multi-Asset solutions Alternatives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Alex King, CFA

Nick Samouilhan, PhD, CFA, FRM

event
Whitepaper
2024-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
market-artificial-intelligence-technology
Portfolio construction Multi-asset iStrat Macro and market Article Strategic allocation Multi-Asset solutions Alternatives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Karoline Klimova

Nick Samouilhan, PhD, CFA, FRM

event
Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Volatility Currency Risk management iStrat Quick Take Tactical allocation Multi-Asset solutions
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

event
Quick Take
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
robotics-innovation-shaping-future
Thematic exposure Portfolio construction iStrat Multi-asset Whitepaper Multi-Asset solutions Alternatives Thematic solutions Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

Multiple authors

event
Whitepaper
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2023 Alternative Investment Outlook
Hedge funds Private investing Outlook No Optimizely Macro and market Alternatives Private equity Article Tactical allocation Multi-Asset solutions iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

Adam Berger, CFA

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2023 Investment Strategy Outlook
Thematic exposure Equity Outlook No Optimizely Economic cycle iStrat Article Strategic allocation Multi-Asset solutions Alternatives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing: Long-term thinking for a short-term world

With economic conditions expected to remain volatile in the coming year, members of our Investment Strategy team suggest that thematic allocations may help reduce the importance of the cycle to portfolio returns.

Continue reading

Multiple authors

event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Inflation Risk management Macro and market Equity Fixed income Multi-asset Quick Take Tactical allocation Multi-Asset solutions iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The shifting equity/bond correlation: Implications for portfolio construction
Multi-Asset Strategist Nick Samouilhan looks at what's driving the change in the all-important equity/bond relationship and what can be done about it.
Continue reading

By

Nick Samouilhan, PhD, CFA, FRM

event
Quick Take
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Monetary policy Interest rates Volatility Multi-asset Quick Take Tactical allocation Multi-Asset solutions iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
What can history teach us about today's markets? A framework for drawing comparisons
Members of our Investment Strategy Group explain how they identify similarities to past market environments and what their approach is signaling about today's conditions.
Continue reading

By

Alex King, CFA

Nick Samouilhan, PhD, CFA, FRM

event
Quick Take
2022-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Multi-asset Defined contribution (DC) Quick Take Strategic allocation Multi-Asset solutions Alternatives iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Making the money last: Research insights on the decumulation challenge
Our Investment Strategy team considers the unique challenges of decumulation strategies, including sequencing and longevity risk, and offers thoughts on best practices in portfolio construction, process design, and implementation.
Continue reading

Multiple authors

event
Quick Take
2023-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
985188536
Multi-asset Alternatives iStrat Strategic allocation Retirement Article Defined contribution (DC) Income Multi-Asset solutions
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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. Members of our Investment Strategy team consider the interaction between portfolio withdrawals and specific characteristics of the portfolio’s realized return. They also offer thoughts on successful decumulation strategies, focusing on portfolio construction, process design, and implementation.
Continue reading

Multiple authors

event
Article
2023-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
boat in sea
Net zero Carbon emissions Biodiversity Climate Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading

Multiple authors

event
Article
2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
21 LOAD {count} MORE

URL References

Related Insights

 © Copyright 2024 Wellington Management Europe GmbH. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management Europe GmbH. Registered office: Bockenheimer Landstraße 43-47, 60325 Frankfurt am Main, Germany. T: +49-69-677761-500. VAT-number DE 326304943 (Umsatzsteuer-Identifikationsnummer) Commercial Register of the local court Frankfurt am Main (Handelsregister des Amtsgericht Frankfurt am Main), HRB 115460 .

Wellington Management Europe GmbH, is authorised and regulated by the German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht)
For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More

we’d love your feedback!

Help us improve our website. For every short survey taken, we give 2 to the Wellington Management UK Foundation to support educational charities helping economically disadvantaged children in EMEA.