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Amundi

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Oct 26, 2023 • 12min

Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation

Against the backdrop of recent escalation of tensions in the Middle East, Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Institute, sat down earlier this week to discuss the big themes that are dominating markets. In addition to the ongoing geopolitical risks, they spoke in depth about recession concerns as well as how much they expect the U.S. and European economies to slow. This month’s podcast finishes with a look at the outlook for fixed income and equities and some of the challenges for which investors need to watch out.  Discover more on the article:  https://research-center.amundi.com/article/global-investment-views-november-2023 Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Oct 6, 2023 • 25min

Outerblue Talks Research – Beyond crypto; Understanding central bank digital currencies

Payment habits have evolved dramatically over the last few decades. The use of cash has been shrinking for some time, but this phenomenon was rapidly accelerated by the Covid crisis. In parallel, technological advances have seen the use of digital currencies become more popular amongst consumers and cryptocurrencies such as Bitcoin become household names. In response to this dramatic rise in the use of decentralised money, many central banks have been exploring the launch of their own central bank digital currencies (CBDC). Join Swaha Pattanaik and Tristan Perrier, Macroeconomist & Investment Insights Specialist with the Amundi Investment Institute, as they delve into the world of CBDCs. What are they exactly and why are they being developed? They take a closer look at the development of CBDCs around the world and examine some of the risks and implications of this type of digital currency, as well as their potential benefits.    Discover CBDCs: where do the projects and debates stand? https://research-center.amundi.com/article/cbdcs-where-do-project-and-debate-standHosted on Ausha. See ausha.co/privacy-policy for more information.
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Sep 27, 2023 • 15min

Outerblue Convictions – Global Investment Views: Inflation stabilises, but policy dilemma continues

Autumn made a hasty arrival to Europe in mid-September and it was accompanied by a multitude of monetary policy meetings. The current tightening cycle has seen plenty of interest rate hikes. But this new round of meetings show how central banks appear undecided on their next steps in light of the mixed signals coming from their economies. What will this cautious stance from central banks mean for the world’s economies?  Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sat down earlier this week to discuss the expectations for growth in major economies in the coming months. They talk about the possible implications of the recent spike in energy prices and what we should expect for interest rate policies around the world for the rest of the year. This month’s episode finishes with a look at the outlook for fixed income and equities and some of the challenges for which investors need to watch out.  Discover more on the article:  https://research-center.amundi.com/article/global-investment-views-october-2023 Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Sep 13, 2023 • 14min

Outerblue Convictions – Global Investment Views: Divergences persist as we head into autumn

For many, September has a back to school feel about it after a long break and is often the chance for a bit of a refresh. This summer, markets certainly weren’t on holiday, as August saw corrections and volatility, whilst there was also further softening in economic data, particularly in Europe and China.  Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, catch-up to discuss the key economic developments that emerged over the summer and the outlook for the next few months. How will policymakers react as they continue to balance fighting inflation against economic slowdown? Is the resilience seen in the US likely to continue and what are the growth and inflation expectations for the major global economies? They also examine what these forecasts would imply for portfolios across the different asset classes.  Discover more on the article:  https://research-center.amundi.com/article/global-investment-views-september-2023Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Aug 10, 2023 • 25min

Outerblue Talks Research – Parallels with the 70s. The long and winding road continues

Whilst fashion trends regularly make come-backs, revivals in economic trends are a lot less frequent. The double-digit inflation rates seen over the past two years have left many wondering whether other hallmarks of the 1970s are also due for a return and what can be learnt from previous missteps as we transition to a new economic model.  Swaha Pattanaik speaks to Tristan Perrier, Macroeconomist & Investment Insights Specialist with the Amundi Institute, as he reflects on some of the similarities and the differences between the two periods and examines some of the risks faced as policymakers try to bring inflation back to target. They also discuss how the current period of high inflation could pave the way for a transition in a new direction and look forward to what a structurally higher level of inflation could mean for monetary and fiscal policy. Finally, they review the potential long and short term investment implications of these different economic scenarios.   Discover 2020s vs 1970s: echoes, not a replay article: https://research-center.amundi.com/article/2020s-vs-1970s-echoes-not-replay Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Jul 24, 2023 • 13min

Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won yet

After months of rising rates, there could be good news for central banks as we start to see signs that inflation is finally cooling down.     Swaha Pattanaik and Monica Defend, Head of Amundi Institute, discuss the main trends impacting global monetary policy cycle, taking a closer look at the desynchronisation between Developed and Emerging Markets. Discover the Global Investment Views - August 2023 article:  https://research-center.amundi.com/article/global-investment-views-august-2023  -------------------------------  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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Jul 20, 2023 • 19min

Outerblue Talks Research - Geopolitical shifts shaping investments

Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the global economy and trade relationships.    Swaha Pattanaik sits down with Anna Rosenberg, Amundi’s Head of Geopolitics, and Francesco Sandrini, Amundi’s Head of Multi-Asset Strategies to discuss whether we’ve now reached a “new normal” and what some of the implications will be for investment flows both now and in the years ahead. They take a closer look at the pivotal relationship between the world’s two biggest economies, the USA and China, and examine how trade has evolved, particularly in terms of exploiting natural resources. Find out which sectors and geographies will be most impacted by the evolving relationships and who will be the overall winners and losers in this geopolitical struggle. Discover Geopolitical shifts shaping investments article: https://research-center.amundi.com/article/geopolitical-shifts-and-investment-implications Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Jun 30, 2023 • 11min

Outerblue Convictions – H2 Outlook - Opportunities beyond a precarious path to growth

This month’s episode is a special focus on the macro-economic outlook and investment themes for 2023 and beyond. Swaha Pattanaik and Monica Defend, Head of Amundi Institute, discuss Amundi’s expectations for growth and inflation for the coming months and what this might mean for central bank monetary policy.      Monica also shares some of the things featuring on her crowded Wall of Worries this month, and talks about some of the areas and asset classes to watch in terms of investment opportunities in the rest of the year. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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May 30, 2023 • 20min

Outerblue Talks Research – Emerging renaissance

2022 was a year to forget for emerging markets, but so far 2023 has brought more optimism that emerging markets may be making a comeback.     Swaha Pattanaik speaks to Alessia Berardi, Amundi’s Head of Emerging Markets Research, to find out what she expects in terms of growth across the emerging regions and why they generally seem to be in better shape than developed markets this year. They take a closer look at the different asset classes and where investors might find value, as well as some of the risk factors to look out for. They also discuss the longer-term outlook for India and whether it can fulfil its growth potential. Discover The emerging market comeback article: https://research-center.amundi.com/emerging-market-comeback   Hosted on Ausha. See ausha.co/privacy-policy for more information.
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May 26, 2023 • 12min

Outerblue Convictions – Global Investment Views: All eyes on the debt ceiling

Washington remains firmly in the spotlight this month as the US debt ceiling negotiations remain at a deadlock. While a deal is expected sooner or later, what damage will be done in the meantime, especially as the economy in the United States had already been expected to slow?    Swaha Pattanaik speaks to Monica Defend, Head of Amundi Institute, for their regular catch up on the markets and asset allocation trends as they look more closely at the themes driving the markets this month and where investors should be focusing their attention in the weeks to come. Discover the Global Investment Views - June 2023 article:  https://research-center.amundi.com/article/global-investment-views-june-2023  -------------------------------  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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