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Biodiversity is all around us. It underpins not only our economy but also our very existence. Yet we are only in the early stages of understanding how essential a healthy environment is to a stable and well-functioning society. While climate change has long been capturing the headlines, the importance of biodiversity is now also coming to the fore, especially as it is recognised that climate change and biodiversity loss are inherently linked.      In this podcast, we examine why biodiversity decline represents not only a threat to our society as a whole, but also a significant risk to individual businesses. We also look at some of the obstacles that need to be overcome and the essential role investors play in encouraging action on biodiversity.  Discover the Biodiversity loss – The role of investment in protecting Earth’s crucial biodiversity articles: https://research-center.amundi.com/article/biodiversity-it-s-time-protect-our-only-home-ndeg1-it-time-sound-alarm-biodiversity https://research-center.amundi.com/article/biodiversity-it-s-time-protect-our-only-home-ndeg2-addressing-biodiversity-loss-call-action   https://research-center.amundi.com/article/esg-thema-10-there-no-place-earth-how-investors-can-address-biodiversity-loss   Hosted on Ausha. See ausha.co/privacy-policy for more information.

2022 has been a tough year for investors, as both bonds and equities experienced significant repricing as the environment of rising interest rates, persistent inflation pressures and geopolitical conflicts hit investor confidence. For bonds in particular, 2022 was their worst annual performance in a century. All this means that hopes for some respite in the near future are high. In 2023, inflation and Central Bank responses to this will continue to dominate investor agenda, alongside concerns over the energy crisis in Europe, recovery in China and global geopolitical tensions.   Swaha Pattanaik talks Monica Defend, Head of Amundi Institute, to explore some of the key themes to look out for in 2023 and whether investors finally have some reasons to be positive. Discover the 2023 Investment Outlook - Some light for investors after the storm article: https://research-center.amundi.com/article/2023-investment-outlook-some-light-investors-after-storm -------------------------------  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.

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. The significant market trends at play are addressed, along with the macro economic outlook post US CPI data publication, China’s growth outlook for 2023 and the earnings’ season results, to conclude with Amundi’s asset allocation. Discover the Global Investment Views - December 2022 article:  https://research-center.amundi.com/article/global-investment-views-december-2022    -------------------------------  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.

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.  Although the peak in US inflation is likely behind us, core inflation remains sticky. Central banks around the world seem determined to keep up the tightening pace, despite the deteriorating economic outlook. As earnings season kicks off, downward revision in the US and Europe suggest that the probability of an economic recession is on the rise. Against a backdrop of high-inflation/low-growth, where should investors turn? Discover the Global Investment Views - November 2022 article:  https://research-center.amundi.com/article/global-investment-views-november-2022        -------------------------------  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.

Decarbonising the power sector will be crucial as part of worldwide efforts to limit global warming.Today, the power sector accounts for almost 40% of global energy - and industry - related carbon emissions. Whilst solar and wind power remain central to meeting net zero goals, a significant portion of future energy supplies will need to come from other low-carbon power solutions. In this podcast, we explore some of the main alternatives, the role each could play in reducing emissions, as well as their potential short-comings. We will also look at the progress being made in developing each technology and assess whether the solution is on track to help meet net zero targets.   Discover more on our related article: ESG Thema #6 - Carbon-efficient technologies in the race to Net Zero  ------------------------------- 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.

Inflation levels not seen in more than a generation have triggered this year a repricing of the financial markets, most particularly in the fixed income world. The era of low or negative interest rates has come to an end. Meanwhile, whilst inflation has moved higher, growth rates have slowed and the extent of the Central banks’ commitment to fighting inflation is being questioned. This new market context and uncertainty has caused huge moves in the bond markets so far this year, but signs are now pointing to the beginning of a second stage; a period of stabilisation.   Swaha Pattanaik talks to Vincent Mortier, Amundi Group Chief Investment Officer, and Monica Defend, Head of Amundi Institute, to discover what’s been going on and if the recent rises in yields mean now is the time to go “Back to Bonds”? Discover more on our related article: Time to refocus on bonds - Rethinking portfolios after the great repricing ------------------------------- 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.

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. A review of the recent market sell off, the FX market volatility, the winter energy supply and our main asset allocation convictions. Discover the Global Investment Views - October 2022 article:  https://research-center.amundi.com/article/global-investment-views-october-2022  ------------------------------- 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.

For many years the US dollar has dominated the world’s currency markets, acting as an international reserve currency. At one point it was thought that the euro would come to challenge the US dollar, but to date no alternative reserve currency has yet proved credible. Now today, against a backdrop of deglobalisation, geopolitical crisis and a new inflationary regime, the dollar’s status as a “safe” asset is being put to the test. The focus has turned to China, a much bigger player than Europe on the global stage. Has the time come for the renminbi to emerge as a viable alternative to the dollar?      Tristan Perrier, economics insight specialist at the Amundi Institute, explains some of the shifts and misalignments that have been occurring in the global currency order and whether we should expect countries to respond with coordinated or competitive currency intervention. He also talks about what a new global FX system could look like over the longer term and how the shifting patterns could ultimately impact investors.     Discover the relative article : “Upheaval in the global FX regime ”   ------------------------------- 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.

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. Our analysis on global recession risks, the inflation trend, expected central banks decisions, and the impact on asset allocation.  Discover the Global Investment View Article - September 2022: https://research-center.amundi.com/article/global-investment-views-september-2022  ------------------------------- 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.

Under a new economic regime of high inflation and uncertain long-term growth prospects, the EU’s Stability and Growth Pact rules appear increasingly inadequate. Yet getting the EU budget rules right is essential if investors are to keep faith with the single currency. Tristan Perrier, economics insight specialist at the Amundi Institute, discusses the hows and whys around reforming the EU budget rules, some of the problems and fixes, and how a revised set of rules could be beneficial for investors given the likely implications on European growth and risk premia. Discover the related article here  ------------------------------- 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.