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.

Episodes

Mentioned books

Jul 4, 2022 • 9min

Outerblue Convictions - Global Investment views: Play the desynchronization of the cycle

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. Inflationary pressures, persistent bottlenecks and tightening financial conditions : these factors have been fairly persistent since the start of 2022. The context is highly volatile and central banks are continuing to take actions. How might things evolve? What impact all of this is having on corporate earnings? How should investors re assesses their asset allocation? Global Investment Views - July 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.

Jun 8, 2022 • 10min

Outerblue Convictions - Global Investment Views: Monetary policies and central banks

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. Since the start of the year, we have been talking in great depth about inflationary concerns along with the geopolitical tensions. Then, there have been Covid lockdowns in China. In this context, the Fed and other central banks have completely changed their monetary policies and forward guideless. However, not all the central banks were reacting in the same way. Global Investment Views - June 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.

May 24, 2022 • 9min

Outerblue Responsible Investment - Investing in the Circular Economy

Shifting from a linear to a circular model is key for our future. A Circular Economy entails a change in our economic model, allowing to produce sustainable consumer goods, while protecting nature – by giving it time to regenerate – and ensuring the well-being of individuals. What are its main principles, why has it become necessary and what change will it trigger in our economy ? Read the full paper on Amundi's Research Center: ESG Thema #4 - Investing in the Circular Economy: Closing the loop ------------------------------- 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 28, 2022 • 13min

Outerblue Convictions - Global Investment views: Central banks and the inflation balancing act

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. Inflation has been a major focus since the start of the year. Now other factors, notably the Russian invasion of Ukraine and the threat of supply disruptions in China, are impacting the overall economic outlook and effecting market performance. Global Investment Views - May 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.

Apr 27, 2022 • 31min

Outerblue Conversations - French Elections 2022

Discover our experts’ views, on the keys elements to understand the results of the French presidential election and its market implications. Our special guest Nicholas Dungan, CEO of CogitoPraxis, adjunct professor at SciencesPo and senior fellow at the Atlantic Council shares his analysis of the new political landscape while Amundi experts, Vincent Mortier, Group Chief Investment Officer, and Pierre Blanchet, Head of Investment Intelligence, address the macro-economic implications for France and Europe and provide an update on markets and asset allocation. ------------------------------- 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, 2022 • 9min

Outerblue Responsible Investment - Balancing climate ambition, energy security and economic development in Asia

Asia’s fast growing populations require a delicate balance between economic development, climate ambitions and energy security. Home to more than half of the world’s population, the region is also responsible for over half of global carbon emissions. But the magnitude of the energy transformation here presents many questions. If you want to read the full research paper click below: ESG Thema #8 - Financing the energy transition in Asia --- 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 28, 2022 • 9min

Outerblue Talks Research - 2022 Investment Outlook: What's in store for investors in 2022?

As 2021 draws to a close, the global economy is continuing its recovery from the Covid pandemic, even though it is slowing down and inflation is looming large. There's plenty of major challenges to be faced, not least the energy transition to fight climate change and the development of an inclusive growth model. Read the full paper: 2022 Investment Outlook - Investing in the great transformation --- 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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