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.
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
Oct 27, 2021 • 8min
Outerblue Convictions - Global Investment views: Markets in quicksand: inflationary risks persist
For few months now, we've been seeing significantly pricing in energy and related commodities and supply bottlenecks have driven inflation dynamics into a vicious cycle.
Monica Defend, Global Head of Research, shares her views and provide Amundi’s investment convictions in this month's podcast.
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.
Oct 20, 2021 • 15min
Outerblue Responsible Investment - Attaining Net zero: issues, implications and investment opportunities
While carbon emissions have been slowly increasing despite efforts to bring them down, “net zero” commitments, on the other hand, have skyrocketed. Setting climate objectives used to be the domain of public institutions, but no more.
This first episode of a series of podcasts produced by Amundi on topical ESG themes is going to explore the topic of Net Zero, based on two papers written and published by Amundi’s ESG experts.
If you want to read the full research papers click below:
ESG Thema #1 - Introduction to Net Zero
ESG Thema #3 - How can investors contribute to Net Zero efforts?
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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.
Sep 30, 2021 • 42min
Outerblue Conversations - Germany kicks off a major electoral sequence for Europe
With Angela Merkel’s long-standing reign coming to an end and the French presidential election in sight, Europe is facing a series of significant electoral events.
Fabian Zuleeg, head of the European Policy Centre think-tank, shared his insights and analysis on the German federal election results and on the various possible outcomes of the whole sequence, whilst Amundi experts addressed the investment implications.
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.
Sep 30, 2021 • 10min
Outerblue Convictions - Global Investment views: Mounting risks, buying time.
This month’s main points of attention include the German Federal election, the Evergrande issue in China and its potential impact on global financial markets and an ongoing context of rising inflation.
Monica Defend, Global Head of Research, shares her views and provide Amundi’s
investment convictions for the coming months.
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.
Sep 1, 2021 • 9min
Outerblue Convictions - Global Investment views: Markets in 3D: Delta, Deceleration and Divergences
Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies
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.
Jul 5, 2021 • 50min
Outerblue Talks Research - H2 2021 Investment Outlook: Watch out for Inflation!
The Covid-19 crisis has transformed the world with far reaching consequences that markets are now starting to assess. The most important one being what will be left of the Great Recovery following the crisis.
Read the full paper:
https://research-center.amundi.com/article/h2-2021-investment-outlook-inflation-blows-markets-and-investors-need-act
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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 23, 2021 • 8min
Outerblue Convictions - Global Investment views: Waters seem calm, yet are they safe?”
Waters appear calm, but there are strong undercurrents The waters seem to have remained calm in financial markets, despite still hot numbers from the real economy. Although we see a generally positive picture, main economies are at different stages in their journey towards the peak of acceleration. Europe and some EM have still room to go in this respect. Hosted on Ausha. See ausha.co/privacy-policy for more information.
May 27, 2021 • 7min
Outerblue Convictions - Global Investment Views: Inflation is taking the driver’s seat of financial markets
Inflation has remained dormant for a long time, with years of below-target and weak inflation, but we are now reaching a delicate juncture where inflation is taking the driver’s seat in financial markets. Whether this is just temporary or will prove persistent is the crucial question and at present there are two conflicting inflation narratives.
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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 10, 2021 • 44min
Outerblue Conversations - Biden's Climate Summit
A few months from the COP26 in Glasgow, the President of the United-States sends a strong signal as he convenes global public decision makers to address climate change. Sagarika Chatterjee, Director of Climate Change at PRI and COP26 High Level Champions Team Finance Lead provided her analysis on the meaning and implications of this significant event in a conversation with Jean-Jacques Barbéris - AMUNDI, Executive Committee Member, Head of Institutional clients and corporate coverage, Supervision of ESG Business Line.
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, 2021 • 7min
Outerblue Convictions - Global Investment Views: Recovery : a key market driver
April started on a positive note for financial markets, after an exceptional first quarter, with divergent fortunes for equities and global bonds. Going forward, the progression of the recovery will likely be the key market driver, leading to greater divergences.
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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.
