Outerblue

Amundi

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Nov 27, 2020 • 22min

Outerblue Talks Research - The "Day After" series - Changing shares of labour and capital incomes: what implications for investors?

The distribution of share of national income to labour versus capital has fallen to historically low levels in several advanced economies, such as the United States and the United Kingdom. Amundi believes that the Covid-19 crisis – together with other factors – will trigger a rebalancing in favour of labour over the next two decades. Listen to Jean-Jacques Barbéris -- Head of the Institutional and Corporate Clients Division, in charge of the ESG business line and member of the executive committee ; Pierre Blanchet – Head of Investment Intelligence – and Théophile Pouget-Abadie from the Business solutions and Innovation team, to learn more about it.  - DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Nov 24, 2020 • 16min

Outerblue Talks Research - 2021 investment outlook: market rotation in an uneven recovery

   Marked by the most severe recession in modern history, 2020 was an unprecedented year. With the global pandemic continuing, we enter 2021 with a mildly positive outlook for the upcoming recovery, but with the assumption that the path to pre-crisis growth levels will be long and uncertain. Against this backdrop, investors should be ready to play rotations in their portfolios, favouring cyclical themes but also keeping a strong focus on quality. Monica Defend, Global Head of Research, gives her key takeaways of the year 2020 and assesses Amundi’s market scenario and asset allocation for 2021. Read the full paper: https://research-center.amundi.com/article/2021-investment-outlook-market-rotations-uneven-recovery  - DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Nov 17, 2020 • 42min

Outerblue Conversations - The US elections #3: Results - analysis & investment impacts

 As the election of Joe Biden unfolds in legal challenges, Greg Valliere, Barron’s columnist, veteran non-partisan commentator on Washington developments, has provided his insights and analysis on the current outcome. Ken Taubes US CIO, head of the Amundi investment platform, Pascal Blanque Amundi global CIO, Jean-Jacques Barberis head of Institutional Clients and Corporate Coverage supervision of ESG business line, have addressed markets and investment impacts. --  DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Oct 29, 2020 • 50min

Outerblue Conversations - The US elections #2: expectations and market scenarios on the eve of the US presidential elections

Few days left before the most divisive US presidential elections. If the polls in the US are accurate, Joe Biden will be elected the next president of the US. But as experienced in the last election, the polls could be wrong, and maybe Trump will win again. As the election grows closer, Covid-19 cases are rising in many parts of the world and is reemerging as a threat to the global economy. Investors are searching for answers on what the election will mean for the markets going forward.  Gillian Tett, Chair of the Editorial Board and Editor-At-Large for the Financial Times in the United States provides her analysis on the forces at play and the possible outcomes and consequences. Ken Taubes, US CIO and Head of the Amundi US Investment Platform addresses the investment impacts. This second US elections dedicated episode is hosted by Jean-Jacques Barberis:  Executive Committee Member, Head of Institutional clients and corporate coverage,  Supervision of ESG Business Line.  - DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Oct 29, 2020 • 12min

Outerblue Convictions - November global investment views: the path towards a sustained growth

Developments on the virus and vaccine front and the US election are hot topics. Markets are pricing in a glass-half-full scenario, despite the still-alarming infection numbers on the virus front (second wave in Europe and record new cases globally). The interconnection of the three cycles — virus, real economy and financial — continues, but the virus transmission mechanism is changing.  - DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Oct 9, 2020 • 57min

Outerblue Convictions - The US elections #1: implications for global financial markets

The US Presidential election takes place in 25 days and holds enormous implications for global financial markets. Last Friday, Trump announced that he has contracted the coronavirus, and his handling of his own illness has become a major development in the dynamics of the race. In  addition, last week the two candidates held their first presidential debate, which was another important event in the course of the campaign. Learm more about the possible scenarios and market impacts with Lisa Jones, CEO of Amundi’s business in the Americas, Ken Taubes,US CIO and Head of the US Investment Platform and Didier Borowski, Head of Global Views in this first episode dedicated to the US elections. - DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Oct 2, 2020 • 13min

Outerblue Convictions - Global Investment Views: markets at a crossroad, opportunities in divergence

Markets are pricing a lasting deflationary and low discount rate environment, and the ability of monetary and fiscal policies to continue to feed the “financial multiplier,” hence keeping a positive momentum of policy support. This support generates a certain dispersion of returns that offers opportunities for relative value play. This is the game investors should play as long as the policy mix keeps markets in a relative calm. Listen to Monica Defend, Global Head of Research, to discover the asset allocation views of October, in this new episode of Blue Convictions. - DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Oct 1, 2020 • 14min

Outerblue Responsible Investment - Carbon price and credit default: introducing the carbon price margin

The unprecedented transition associated to achieving the goals of the Paris Agreement generates a transition risk for the financial system. Identifying the exposure of investment portfolios to such risks faces various challenges.Théo Le Guenedal, one of Amundi's quantitative researcher explains for Outerblue the results of his study "Credit Risk Sensitivity to Carbon Price", a paper which wins GRASFI 2020 Best Paper Prize for Research on Climate Finance (sponsored by Imperial College London).  To read the full paper:   "Credit Sensitivity to Carbon Price": https://research-center.amundi.com/article/credit-risk-sensitivity-carbon-price  To go further about Amundi's quantitative research on carbon price: "Measuring and Managing Carbon Risk in Investment Portfolios":  https://research-center.amundi.com/article/measuring-and-managing-carbon-risk-investment-portfolios  - DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Sep 4, 2020 • 8min

Outerblue Convictions - Global Investment Views : A note of caution for the back-to-school season

The summer season has seen both the confirmation of existing themes and the emergence of new ones wich will likely drive economic and market trends in the coming months.  On one hand, the decoupling between the real economy and financial markets has proved persistent but on the other hand as the holiday season going on the way the rising level of Covid-19 infections across Europe and in part of the US confirm that the pandemic is still not yet over. Monica Defend, Global Head of Research discusses the overall economic recovery and shares Amundi main areas of convictions. - DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Jul 20, 2020 • 16min

Outerblue Talks Research - The “Day After” series - rethinking the macro and cross-asset research post crisis

Crises create disruption and Covid-19 is no exception, bringing new complexities, new opportunities and new risks to the investment landscape. Covid-19 accelerated markets’ entropy and risk takers will evolve their investment approaches. From our research angle, the pandemic triggered a new macro financial ecosystem. Discover our GREAT framework to monitor investment in this new ecosystem in this new episode of Blue Research podcast featured by Monica Defend, Global Head of Research. -  DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

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