Outerblue

Amundi

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Jul 13, 2020 • 22min

Outerblue Talks Research - The "Day After" series - Deglobalisation: an assessment of financial contagion

Trade dynamics have definitely shown an accentuated inversion of the globalisation trend, since 10 years. The Great Financial Crisis is a turning point in the degree of global economic integration, with protectionist policies being adopted in many countries and a decelerating growth in trade-intensive sectors. What are the financial globalisation and financial contagion phenomena? Which consequences of the deglobalisation trend may be foreseen for investors? Learn more with Marie Brière, Head of the Investor Research Center at Amundi and Alessia Berardi, Head of EM Macro and Strategy 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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Jul 10, 2020 • 32min

Outerblue Conversations - EU Equities: a tactical call

June has been a month of consolidation for equities values in a context of positive economic data, showing a “faster than expected recovery” in all major economies. This impulse, led by the massive and coordinated central banks’ action, translated into a very strong rebound of equities indexes, especially in Europe.  Listen to Amundi’s experts who share their convictions: Kasper Elmgreen, Head of Equities, Estelle Ménard, Deputy Head of Global Thematic Equities at CPR AM and Sylvain Brouillard, Deputy Global Head of Index, ETF and Smart Beta Management interviewed by Thierry Ancona, Deputy Head of the Institutional and Corporate Clients Division.  - 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 10, 2020 • 24min

Outerblue Talks Research - The “Day After” series – The EU resilience: the Covid-19 crisis as a catalyst for change

The EU is suffering from a risk of fragmentation along several lines. The Union acted to overcome these risks, setting up powerful tools: the asset purchase program, the emergency package and the Next Generation fund. In the last 30 years, the EU encountered many crisis. The current crisis has an unprecedented size and magnitude, with all countries affected: therefore, it is a catalyst for change of the EU. A new European landscape is drawing. Tom Burges-Watson interviewed Pierre Blanchet, Head of Investment Intelligence and Didier Borowski, Head of Global Views, to discuss the topic.  - 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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Jun 29, 2020 • 31min

Outerblue Talks Research - H2 2020 investment outlook: investing during a de-freezing cycle

The Covid-19 crisis drove the global economy into an unprecedented deep freeze in the first half of 2020. The combination of monetary and fiscal stimulus will help the global economy de-freeze in H2. As was the case with the virus cycle, the recovery will be sequential and involve different regions at different times - on a ‘first in, first out’ basis - and will depend on the size of the policy response. As the global economy gradually de-freezes, investors will turn their focus back to geopolitics.  What are the main economical and investment themes to focus on for the second half of 2020? What are the key drivers investors should monitor? Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage interviewed Vincent Mortier, Deputy CIO and Monica Defend, Global Head of Research, to answer to these questions. Read the full H2 semester investment outlook of Amundi:  https://research-center.amundi.com/article/h2-2020-investment-outlook-investing-during-de-freezing-cycle   - 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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Jun 29, 2020 • 21min

Outerblue Talks Research - The “Day After” series – Climate change post Covid-19: a crisis at a crossroad

2020 was supposed to be the year when policy makers, corporates, and investors charged ahead in the fight against climate change. Instead, it is the year of the coronavirus pandemic. The COP26 has been postponed, climate strikes are cancelled, and the European Commission’s ability to push through the Green Deal has yet to be proven. However, while the global lockdowns are sure to make a dent in global emissions for 2020, it remains to be seen whether climate change will fight its way into the recovery or become sacrificed yet again. Alice de Bazin, Head of Institutional Offering and Solutions department, Théophile Pouget-Abadie and Tobias Hessenberger, both working in Business solutions and innovation team, discuss the topic with Tom Burges-Watson. - 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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Jun 26, 2020 • 12min

Outerblue Convictions - An active play for July combined with a focus on fundamentals

Remaining active, selecting the assets and preserving liquidity are the key points of this new Blue Convictions episode on Amundi’s global investment views. Central Banks are still game changers, but the risk of default for fixed income and the need of earnings growth check for equities have to be considered in the medium term. On the currency market, what about the recent appetite for the euro versus the dollar? Listen to Monica Defend, Global Head of Research, who explains our views and convictions: a bumpy road to a “day after” renaissance. - 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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Jun 22, 2020 • 12min

Outerblue Talks Research - The “Day After” series – A possible inflationary cocktail

In the short term, the coronavirus pandemic is clearly likely to mean volatility in inflation figures, given factors pulling in opposite directions. In the longer term, and after four decades of low inflation across most economies, a new high-inflation regime may happen. In light of this, investors will need to reassess their strategic asset allocation to include investments that could help mitigate inflation risk (i.e. real assets, commodities, gold, infrastructure, inflation-linked bonds), but also be ready to tactically readjust their investment decisions based on the inflation outlook. Listen to Bastien Drut, Senior Strategist at CPR-AM and Tristan Perrier, Global Views Analyst for a deep dive into inflation analysis in our current economical context. -- 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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Jun 15, 2020 • 35min

Outerblue Conversations - Eurogroup and ECB rescue packages: measures and analysis of the fixed income market

A lot is coming from the fiscal side in Europe to fight the economic consequences of the crisis: French supplementary budget just released, Germany abandoning the black zero policy, and the debate on recovery plan taking center stage, with some adjustments in countries’ positions. How to assess these recent evolutions? What to expect from central banks now? Which consequences to foresee in the fixed income market? Pierre Blanchet, Head of Investment Intelligence and Eric Brard, CIO - Fixed Income, answer these questions in this new episode of Blue Convictions, broadcasted by Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage. -- 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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Jun 12, 2020 • 28min

Outerblue Talks Research - The "Day After" series - New frontiers for Central Banks

Central Banks (CBs) are by nature more flexible than governments. Thus, they have been the most proactive in this crisis, reintroducing large-scale asset-purchase programmes financed by money creation (QE policies). With this pandemic, a spectacular change in economic policy has taken place in just a few months: fiscal and monetary policies have become intertwined, and this is probably not reversible. While governments have become the buyers of last resort, CBs are playing their role as lenders of last resort. How far can they go?  Listen to the answer in this new Blue Research episode broadcasted by Didier Borowski, Head of Global Views. -- 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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Jun 5, 2020 • 22min

Outerblue Talks Research - The "Day After" series - Social inequalities, a rising theme on investors' shelf

Social inequality has become a major issue for investors. Over the 2016-2019 period, the ‘S’ criteria in company selection (via a ‘best in class’ ESG approach) had a real impact on the prices of listed companies, particularly in Europe (Roncalli et al, 2019). A priori, the more a country was mired in inequality before a crisis and especially this one, the more the response could be massive at the end: investors should therefore fully consider this factor in their assessment of the relative economic situation of different countries.  Listen to Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage (Amundi), Bastien Drut, Senior Strategist (CPR AM) and Théophile Pouget-Abadie, Business Solutions and Innovation officer (Amundi) in this new session of Blue Research podcast dedicated to "inequalities".  --- 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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