Outerblue

Mar 29 2024 14

Welcome to Outerblue, a podcast channel to guide professional investors on their financial journey Four series are available: Outerblue Convictions: Our monthly market analysis and investment convictions This series presents our latest analysis of the markets, asset allocation trends and our investment convictions. Each month, listen to Monica Defend, Head of Amundi Institute, discuss Amundi’s views with Swaha Pattanaik, your host on this podcast. Outerblue Conversations: Latest insights on the economic impact of major global events This series discusses topical events in the geopolitical and economic landscape as they occur around the world. Renowned international experts as well as Amundi CIOs and research professionals provide you with the insights, implications, and analysis as well as market views and asset allocation recommendations. Outerblue Talks Research: knowledge sharing on financial research This podcast takes a closer look at current financial research topics and themes. Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts. Outerblue Talks Green: Responsible investing themes shaping the investment landscape This podcast explores and explains the latest responsible investment themes. Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching Hosted by Ausha. See ausha.co/privacy-policy for more information.

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Outerblue Convictions – Global Investment Views: The late-cycle environment continues to play out

Mar 29 2024 14 mins

Recent weeks have seen gains in the Magnificent Seven with rallies spreading across other sectors and US and European equities setting record highs. But how much longer can the equity markets keep rising and what has been driving this climb? Giulio Lombardo and Monica Defend, Head of Amundi Investment Institute, take a closer look at the reasons behind this upsurge and whether we s

Outerblue Convictions - Global Investment Views: Market debate rages on

Mar 01 2024 12 mins

The last month has, to a large extent, seen a reversal in investors’ expectations for central bank actions. This has been the hot topic for financial markets over the past few weeks as these expectations filter down into financial data and continue to drive asset prices. However signs of a slowdown are appearing. What factors will be most important to judge market direction going

Outerblue Talks Research – The rise of AI: Will it increase economic growth?

Feb 28 2024 28 mins

Advances in artificial intelligence have unleashed a new wave of technological revolution, one that promises a torrent of disruption across both financial markets and our daily lives. The speed of transformation has sparked widespread concern, not least about the impact it could have on jobs across a whole range of sectors. As demand surges and generative AI is said to reach the �

Outerblue Talks Social: Exploring perceptions of equal opportunities with Romina Boarini, Director of the OECD WISE Centre

Feb 05 2024 8 mins

Promoting social mobility and equality of opportunity remains a pressing concern for many countries, challenging the very fabric of our society. Hence, understanding the perceptions and representations of equal opportunities is essential to catalyse collective action and support corrective measures. A survey conducted by the OECD with the support of Amundi across 27 OECD countries

Outerblue Convictions - Global Investment Views - Central banks still centre stage

Feb 01 2024 15 mins

We may only be a few weeks into 2024, but the markets have been anything but quiet. After a rocky period at the end of the year, bonds and equities eventually returned to positive territory in January, with the notable exception of China. Central banks remain centre stage, as markets continue to speculate over their next steps. Swaha Pattanaik and Monica Defend, Head of Amundi Inve

Outerblue Talks Green – The rise of responsible investing in Asia

Dec 20 2023 16 mins

Asia faces distinct and complex challenges when it comes to the energy transition as it looks to balance economic development with the necessity to transition to a low carbon economy. The continent is home to around 60% of the world’s population and has significant exposure to the physical risks of climate change, seen in severe floods and heatwaves. At the same time, it also has

Outerblue Convictions – Global Investment Views: What stands out amongst the Santa Rally?

Dec 20 2023 15 mins

In our last Convictions podcast of the year, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sat down last week to discuss whether any of the recent policy comments or economic data publications might have impacted our main calls for 2024. Are we aligned with the general consensus on when to expect interest rate cuts? What are our expectations for rates by t

Outerblue Convictions – Steering through turning tides in 2024

Nov 22 2023 14 mins

A special edition of Amundi’s monthly Convictions podcast focusing on the outlook for developed markets in 2024. The theme of renewed global disorder has been a topic of conversation for some years, emerging from a convergence of ideological, economic, political and technological transitions. These transitions spread uncertainty on a global scale and have a knock-on effect on how

Outerblue Talks Research – What awaits emerging markets in 2024?

Nov 20 2023 26 mins

This emerging markets outlook special edition looks ahead to 2024. While a slowdown is expected in developed markets, emerging markets (EM) are likely to prove more resilient next year with the growth premium over developed markets continuing to widen. Swaha Pattanaik speaks to Vincent Mortier, Amundi’s Group Chief Investment Officer and Yerlan Syzdykov, Global Head of Emerging

Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation

Oct 26 2023 11 mins

Against the backdrop of recent escalation of tensions in the Middle East, Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sat down earlier this week to discuss the big themes that are dominating markets. In addition to the ongoing geopolitical risks, they spoke in depth about recession concerns as well as how much they expect the U.S. and European econom

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