Outerblue

Amundi
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Mar 10, 2020 • 33min

Outerblue Convictions - SPECIAL EPISODE - Coronavirus impact on markets: Volcker's theory as a victim of COVID-19

The shock in the markets is temporary and the main issue is on the credit side. Central banks mission includes stepping in when the markets conditions are tightening. There is room for manoeuvre, time is approaching to look at the situation with the lenses of opportunities. Gold and treasury remain safe heavens. The longevity of the virus and the recovery of the economic activity are the two key criterias to assess. Pascal Blanqué, Group CIO and Monica Defend, Global Head of Research discuss Amundi’s views on the current market situation.  --- 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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Mar 10, 2020 • 32min

Outerblue Conversations - Super Tuesday: Biden running against Trump?

The Super Tuesday happened to be in favour of the democratic candidate Joe Biden. Are we assisting to a split inside the Democratic Party between Biden and Sanders? What would be his program in 5 points? What is the USA reaction to coronavirus pandemy? Find the answers with Greg Valliere, Barron’s columnist, veteran non-partisan commentator on Washington developments and Ken Taubes, CIO of US Investment Management in this second episode of Blue Conversation.    --- 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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Mar 5, 2020 • 8min

Outerblue Convictions - A temporary shock, with daily data monitoring to know when the economic activity will resume to normal

In this second episode of Blue Convictions, the impacts of coronavirus are discussed and analysed. The current shock is temporary and will lead to a rebound. Amundi monitors all signals daily to have a clear view on the path happening now, and understand when and how the economy will resume to normal activity. --- 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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Feb 11, 2020 • 39min

Outerblue Talks Research - Central banks, Trade war, Coronavirus: what are the markets drivers for the beginning of 2020?

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. --- As the Brexit bill eventually passed UK legislation, Sir. Simon Fraser, Former Permanent Secretary at the Foreign & Commonwealth Office, shared his insights on the next steps following this major milestone with Amundi’s experts. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Feb 11, 2020 • 7min

Outerblue Conversations - Day one after Brexit: what are the impacts on the UK, the EU and financial markets?

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. -------- The January episode of Blue Convictions discusses Central Banks communication, the latest economic and growth data and current volatility spikes. Monica Defend, Head of Global Research, emphasizes the need to be agile in the current market momentum.Hosted on Ausha. See ausha.co/privacy-policy for more information.

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