Outerblue
Amundi
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 and discussion on a variety of investment topics
This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.
Outerblue Responsible investment: 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
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.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
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 and discussion on a variety of investment topics
This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.
Outerblue Responsible investment: 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
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.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Episodes
Mentioned books
Jun 23, 2021 • 8min
Outerblue Convictions - Global Investment views: Waters seem calm, yet are they safe?”
Waters appear calm, but there are strong undercurrents The waters seem to have remained calm in financial markets, despite still hot numbers from the real economy. Although we see a generally positive picture, main economies are at different stages in their journey towards the peak of acceleration. Europe and some EM have still room to go in this respect. Hosted on Ausha. See ausha.co/privacy-policy for more information.
May 27, 2021 • 7min
Outerblue Convictions - Global Investment Views: Inflation is taking the driver’s seat of financial markets
Inflation has remained dormant for a long time, with years of below-target and weak inflation, but we are now reaching a delicate juncture where inflation is taking the driver’s seat in financial markets. Whether this is just temporary or will prove persistent is the crucial question and at present there are two conflicting inflation narratives.
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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.
May 10, 2021 • 44min
Outerblue Conversations - Biden's Climate Summit
A few months from the COP26 in Glasgow, the President of the United-States sends a strong signal as he convenes global public decision makers to address climate change. Sagarika Chatterjee, Director of Climate Change at PRI and COP26 High Level Champions Team Finance Lead provided her analysis on the meaning and implications of this significant event in a conversation with Jean-Jacques Barbéris - AMUNDI, 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.
Apr 27, 2021 • 7min
Outerblue Convictions - Global Investment Views: Recovery : a key market driver
April started on a positive note for financial markets, after an exceptional first quarter, with divergent fortunes for equities and global bonds. Going forward, the progression of the recovery will likely be the key market driver, leading to greater divergences.
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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.
Apr 8, 2021 • 8min
Outerblue Convictions - Global Investment Views: Growth narratives, investment consequences & risks on environment
A big shake-up is under way in bonds – rising UST yields, a steepening yield curve and inflation expectations are leading markets to question whether we are facing a taper tantrum 2.0.
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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.
Mar 3, 2021 • 9min
Outerblue Convictions - Global Investment Views: How hot is the inflation pot?
If the start of 2021 led markets to question the no inflation forever mantra, the debate has been hotting up in February, with the US 10Y inflation breakeven reaching its highest level since 2014, pricing in higher inflation expectations.
Read the full paper: https://research-center.amundi.com/page/Article/Amundi-Views/2021/03/Global-Investment-Views-March-2021
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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.
Feb 3, 2021 • 42min
Outerblue Conversations - Europe political hotspots and investment implications
The Italian political uncertainty, the post Merkel set-up, the Next Generation EU…are shaping a new European environment.
Enrico Letta, former prime minister of Italy (2014-2015) shared his insights and analysis on the consequences of these changes.
Amundi experts, Gilles Dauphiné head of Euro Fixed Income and Sergio Bertoncini Senior Fixed Income Strategist, provided the investment implications.They were interviewed by Jean-Jacques Barberis, head of Institutional Clients and Corporate Coverage supervision of ESG business line.
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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.
Feb 3, 2021 • 7min
Outerblue Convictions - Global Investment Views: What changes with the new US administration?
Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely, leading us to lift our 2021 GDP growth forecast for the US to 5.2-5.7%, 1% above previous estimates. This marks a great divergence between the US and the rest of Developed markets, where we have been lowering our forecasts.
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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.
Jan 4, 2021 • 15min
Outerblue Convictions - Global Investment Views: will the old normal return?
2020 has been an unprecedented year in modern history, with the Covid-19 pandemic leading to the deepest global recession post World War II that has affected the most countries simultaneously since the 1870s (World Bank). This big shock is not going to reverse completely, and the old normal will not return as it used to be. Hopes for a fast vaccine distribution, a further fiscal push, and for decreasing geopolitical tensions are all driving the reflation narrative.
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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.
Dec 17, 2020 • 38min
Outerblue Conversations - The “Day After” series – Geopolitics: what’s next for Europe?
In light of the current pandemic, Europe is progressively strengthening its geopolitical role on certain topics like climate change. But the EU has also to deal with big challenges: Brexit, coming soon, new relationships with the USA and China, digital transformation, immigration policy, and above all a huge social crisis. These issues are discussed today by Jean-Jacques Barbéris, Head of the Institutional & Corporate clients coverage and of the ESG business line, member of the Executive Committee, Enrico Letta former Prime Minister of Italy and Thomas Philippon, Professor of Finance at New York University, Stern School of Business and Administrator of the think -tank Europa Nova.
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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.
