Outerblue

Amundi

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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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Jun 3, 2020 • 19min

Outerblue Talks Research - The "Day After" series - Is green the new gold of the crisis?

Amundi’s teams have been studying the evolution of ESG investing across asset classes and geographies for the past several years. Since the beginning of the coronavirus crisis and the subsequent global lockdown, a lot of market turmoil put corporates’ sustainability under tremendous scrutiny. In this context, discussions happen around a possible reinforcement of the materiality of ESG criteria on corporate resilience. This would have a huge impact on potential relative investor preferences. To assess this impact, Tom Burges-Watson interviewed Marie Brière, Head of the Investor Research Centre and Takaya Sekine, Deputy Head of Quantitative 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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May 27, 2020 • 10min

Outerblue Convictions - The big financial regimes picture is confirmed

Monica Defend, Global Head of Research, gives the global investment views of the month and the asset allocation convictions of Amundi. Led by Tom Burges-Watson, this new episode of Blue Convictions confirm the big picture to come: a contraction phase in 2020, a recovery phase in 2021 and a late cycle or asset reflation, depending on central banks policies, in 2022. Healthcare policies, monetary and fiscal policies plus solvency/default issues are key elements to monitor. What is our analysis of the labour market? Which geopolitical situation must be kept in mind? Should we rally on the equity market?  --- 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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May 27, 2020 • 31min

Outerblue Conversations - Covid-19: what are the next steps in Europe?

Talks will begin today, May 27, on the European Union’s (EU) seven-year budget and plans to fund the economic recovery following the coronavirus pandemic. France and Germany proposed a €500 billion European Union Recovery Fund, to be financed by debt issuance by the European Commission on behalf of the Union. Do the current multi-annual EU budget be achieved? What are the pros and cons to bear in mind looking at the EU final budget agreement? Which place could we expect for Europe in the geopolitical sphere post crisis? Enrico Letta, former Italian Prime Minister (from 2013 to 2014), is the keynote guest of this new episode of the Blue Conversation series, interviewed 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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May 18, 2020 • 42min

Outerblue Talks Research - "The Day After" series – Learn the rules like a pro, so you can break them like an artist

The coronavirus is challenging the rules that underpin the way our economies and societies function and interact with each other. One could even advocate that the coronavirus has shattered our dominant corpus more massively than in 2008 in less than a month. Budgetary rules, public intervention, slowbalisation, deglobalisation, central banks role: these key words are discussed by Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage (Amundi) and Bastien Drut, Senior Strategist (CPR AM) during this Blue Research episode. Together they acknowledge that former economical rules have changed and try to assess which new ones may prevail after the crisis.  --  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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