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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.