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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.

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.    Inflation, war and continued COVID lock down in China, the past few month have been a perfect storm which has been weighing heavily on the market.  What are the latest development for Central Banks, the main areas of focus in Europe and the consequences for investment and asset allocation? Discover the article: "Italy swimming in uncertain waters as PM Draghi resigns  " Global Investment Views - August 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.

Inflation in the west is increasing at its fastest rate for several decades, while in turn, the elevated levels are forcing central banks to hike interest rates. The result is a toxic mix for growth.  Following the publication of Amundi’s investment outlook for the second half of 2022, we’re joined in this podcast by Monica Defend, Head of Amundi Institute, to discuss what lies ahead for investors for the rest of the year, particularly in a time of rising rates and regional divergences in growth, inflation and policy mix.   Read the full article on Amundi Research Center : H2 2022 Investment Outlook - Life above zero: investors’ journey at a time of rising rates  ------------------------------- 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.    Inflation, war and continued COVID lock down in China, the past few month have been a perfect storm which has been weighing heavily on the market.  What are the latest development for Central Banks, the main areas of focus in Europe and the consequences for investment and asset allocation? Discover the article: "Italy swimming in uncertain waters as PM Draghi resigns " Global Investment Views - August 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.

What room is left for budget, fiscal and monetary policy manoeuvre against a backdrop of inflation and war? Former IMF Chief Economist, Olivier Blanchard, discussed the options with Amundi Institute Chairman Pascal Blanqué. Discover more: https://forum.amundi.com/highlights-replay/   Hosted on Ausha. See ausha.co/privacy-policy for more information.