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Amundi

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Feb 20, 2025 • 25min

Outerblue Conversations – Seeking returns in a disruptive era? Analysis of the 2024 pension survey

Each year, Amundi and CREATE interview pension plans to highlight topics shaping the pension ecosystem. As pension investors transition to a new regime, this year, one question is at the top of everyone’s minds: where will the returns come from? The 2024 survey takes a closer look at two of the potential answers in this search for good risk-adjusted returns: private markets and Asian emerging markets. Sofia Santarsiero, Head of Institutional Business Solutions & Innovation, talks to Professor Amin Rajan, CEO of CREATE Research, the co-author of the report, to find out more about how and why pension funds’ attitudes to these two asset classes are changing. They discuss the preferred ways for pension funds to invest and what has been driving, or constraining, allocations.Topics: Pensions ▪ Retirement ▪ Private markets ▪ Private assets ▪ Emerging markets ▪ Asia ▪ Market analysis ▪ Research ▪ Finance ▪ surveyHosted on Ausha. See ausha.co/privacy-policy for more information.
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Feb 6, 2025 • 23min

Outerblue Responsible Investment - Driving Climate Action through Shareholder Engagement

In the second episode of our five-part series on Shareholder Stewardship, Aaron McDougall, Head of Climate & Ciaran Callaghan, Head of European Equity Research engage in a dynamic conversation on shareholder engagement on climate - linking climate engagements to responsible investors financial considerations. They also discuss Amundi’s commitment to playing its part in achieving the objectives of the Paris Agreement, by helping clients willing to take climate risks and opportunities into account within their investments. They emphasize how Amundi engages with issuers to together achieve a pragmatic transition for the decarbonization of supply chains, products & portfolios, balancing the imperatives of both climate and investors. Finally, they explore best practices in climate engagements and voting, drawing on real-world case studies from Amundi’s interactions with issuers.Podcast topics: Responsible investment ▪ Climate ▪ Engagement ▪ Equity ▪ Investor ▪ Energy transition ▪ Supply chains ▪ portfolio Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Jan 20, 2025 • 13min

Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency

2025 got off to a dramatic start with an unexpected jump in bond yields. What has been driving this move and do we expect it to continue? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute,  share their investment views and explain what’s been happening in the US and UK and explore what these mean for our growth and interest rate forecasts. We also look closer at what potential policy shifts from incoming US President Trump, and the associated international response, could mean for the markets.Topics of this episode: Investment views ▪ Market analysis ▪ Fixed income ▪ Bonds ▪ US ▪ UK ▪ economy ▪ Growth ▪ Interest rates ▪ ForecastHosted on Ausha. See ausha.co/privacy-policy for more information.
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Dec 10, 2024 • 22min

Outerblue Talks Research – Looking for clues ahead of a second Trump presidency

After a campaign full of twists and turns, November saw the re-election of Donald Trump for a second term as US president. In this edition, we take a look at the geopolitical and economic ramifications of a new Trump presidency. Swaha Pattanaik sat down at the end of November with Anna Rosenberg, Head of Geopolitics at the Amundi Investment Institute and Paresh Upadhyaya, Director of Fixed Income and Currency Strategies, Amundi US, to discuss what lies ahead for the USA and the rest of the world. Beyond the attention grabbing threats of tariffs, what are the realistic expectations for trade policy and how is China likely to react? How might Trump’s second term differ from his first and what clues can we gain from his cabinet and staff appointments? Our experts examine these questions and what this might mean for the US economy in terms of inflation and interest rates and where we might expect surprises.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Nov 29, 2024 • 12min

Outerblue Convictions – Global Investment Views – Analysing the bright spots in a Trump 2.0 world

In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months. This year, the task was made harder by the US elections, the strong chance of a shift in policy, and the potential spill over to other regions. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss what has been happening in the markets as they ride the “Trump wave”, and whether we can expect this to continue. What will be the consequences for Europe and China if a new round of tariffs are implemented, and are we going to see a return to the currencies wars of 2010?Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Nov 29, 2024 • 19min

Outerblue Talks Research - The Artificial Intelligence revolution

This episode returns to the topic of artificial intelligence. Since we last covered this topic earlier in the year, there have been even more advances in what generative AI can do and ever increasing interest in how AI can be used across the corporate value chain. Swaha Pattanaik is joined by Ben Lucas, Chief Executive Officer of Amundi Technology, to talk all about how AI has been shaking up the corporate landscape. They dig into whether there’s been a shift in sentiment towards AI, particularly on how long it will take to see return on investment. They also discuss the impacts across society from us as individuals right up to the role of governments. What are the risks to consider and the geopolitical challenges? To conclude, they look at what we should expect in the next wave of developments.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Nov 19, 2024 • 14min

Outerblue Responsible Investment - How is Shareholder Stewardship shaping the future of corporate sustainability?

Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.In the first episode of our engaging five-part series on Shareholder Stewardship, Caroline Le Meaux, Global Head of ESG Research, Engagement, and Voting, and Andriy Boychuk, Head of EM Research, delve into the crucial role of shareholder stewardship in advancing corporate sustainability through proactive engagement with issuers and responsible voting at annual general meetings. They provide a comprehensive understanding of why active stewardship is essential for ensuring long-term resilience and sustainable returns.Additionally, they also share best practices by highlighting real-world case studies from interactions with issuers and review the outcomes of Amundi’s 2023 engagement and voting season.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Oct 30, 2024 • 14min

Outerblue Convictions – Global Investment Views – Perspectives on the US elections

After many months of build-up and speculation, the 2024 US election is almost here. Over the past few weeks, financial markets have become increasingly focused on the candidate’s platforms and what these might imply for the economy and markets. How could markets react to Trump and Harris’ different proposals on taxation, trade and immigration? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sit down for their regular catch-up and examine the different policies, how these are driving markets and what investors should look out for once the winner is announced. Further afield, this edition also considers the different impacts the US election results may have on the rest of the world, particularly China, especially if the new president announces a new wave of tariffs. Will China’s recent policy shift committing to fiscal and monetary stimulus reverse their economic slowdown and how will this play out in the markets?Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Oct 7, 2024 • 12min

Outerblue Convictions – Global Investment Views – Ears to ground

Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the Fed’s first rate cut in four years. What are the core points for investors to note? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, unpack all the elements to look at the data, the market expectations, the surprises, and what might be next for the other central banks. The episode continues with a review of the movements in the equity markets as we continue to see large divergences in valuations. We also turn to China, as markets anticipate it might emerge from a period of gloom with a new fiscal stimulus package that could be a gamechanger. Finally, we look at the bond markets and how the differences in this economic cycle requires a flexible approach to fixed income.Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Sep 17, 2024 • 16min

Outerblue Convictions – Global Investment Views – Back to reality

This August financial markets went on a rollercoaster ride. Stock markets started the month with huge declines and soaring volatility, before recovering towards month end. What lessons should investors take away from this summer’s events, as the market jitters continue into September?Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, catch us up on recent events and discuss what might be in store in the jam-packed end to year. They take a closer look at some of the factors driving markets as the importance of fundamentals is back in focus. Finally, Monica shares our views on the major bond, equity and foreign exchange markets and explains why our growth and inflation projections remain unchanged.Discover the article : https://research-center.amundi.com/article/global-investment-views-september-2024Hosted on Ausha. See ausha.co/privacy-policy for more information.

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