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