Outerblue

By Amundi

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Category: Investing

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Subscribers: 5
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Episodes: 106

Description

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 on the economic impact of major global events This series discusses topical events in the geopolitical and economic landscape as they occur around the world. Renowned international experts as well as Amundi CIOs and research professionals provide you with the insights, implications, and analysis as well as market views and asset allocation recommendations.   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.  Outerblue Talks Green: 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    Hosted by Ausha. See ausha.co/privacy-policy for more information.

Episode Date
Outerblue Research – Capital Market Assumptions 2024
May 17, 2024
Outerblue Convictions – Global Investment Views: Bright spots in a trickier phase?
May 06, 2024
Outerblue Convictions – Global Investment Views: The late-cycle environment continues to play out
Mar 29, 2024
Outerblue Convictions - Global Investment Views: Market debate rages on
Mar 01, 2024
Outerblue Talks Research – The rise of AI: Will it increase economic growth?
Feb 28, 2024
Outerblue Talks Social: Exploring perceptions of equal opportunities with Romina Boarini, Director of the OECD WISE Centre
Feb 05, 2024
Outerblue Convictions - Global Investment Views - Central banks still centre stage
Feb 01, 2024
Outerblue Talks Green – The rise of responsible investing in Asia
Dec 20, 2023
Outerblue Convictions – Global Investment Views: What stands out amongst the Santa Rally?
Dec 20, 2023
Outerblue Convictions – Steering through turning tides in 2024
Nov 22, 2023
Outerblue Talks Research – What awaits emerging markets in 2024?
Nov 20, 2023
Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation
Oct 26, 2023
Outerblue Talks Research – Beyond crypto; Understanding central bank digital currencies
Oct 06, 2023
Outerblue Convictions – Global Investment Views: Inflation stabilises, but policy dilemma continues
Sep 27, 2023
Outerblue Convictions – Global Investment Views: Divergences persist as we head into autumn
Sep 13, 2023
Outerblue Talks Research – Parallels with the 70s. The long and winding road continues
Aug 10, 2023
Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won yet
Jul 24, 2023
Outerblue Talks Research - Geopolitical shifts shaping investments
Jul 20, 2023
Outerblue Convictions – H2 Outlook - Opportunities beyond a precarious path to growth
Jun 30, 2023
Outerblue Talks Research – Emerging renaissance
May 30, 2023
Outerblue Convictions – Global Investment Views: All eyes on the debt ceiling
May 26, 2023
Outerblue Convictions – Global Investment Views: No time to change course
Apr 25, 2023
Outerblue Talks Research – Financial stability concerns bring US recession concerns back to the fore
Apr 11, 2023
Outerblue Convictions - Global Investment Views: Crisis memories return in vulnerable markets
Mar 27, 2023
Outerblue Convictions - Global Investment Views: Rally fatigue: dichotomy between markets and economy too wide
Feb 22, 2023
Outerblue Talks Research - The Ukraine conflict: one year on. What should investors expect next?
Feb 15, 2023
Outerblue Convictions - Global Investment Views: Play market rotations, with a focus on China
Feb 06, 2023
Outerblue Talks Research - Biodiversity loss – The role of investment in protecting Earth’s crucial biodiversity
Dec 20, 2022
Outerblue Talks Research - 2023 Outlook – Some light for investors after the storm
Dec 12, 2022
Outerblue Convictions - Global Investment Views: A relief rally, excess optimism overdone
Dec 05, 2022
Outerblue Convictions - Global Investment Views: Fed pivot is not around the corner
Oct 27, 2022
Outerblue Talks Green - Low carbon power alternatives - Assessing the potential of the main players
Oct 21, 2022
Outerblue Talks Research - After the great repricing, is it time to go back to bonds?
Oct 14, 2022
Outerblue Convictions - Global Investment Views: Bonds yields now more appealing
Oct 11, 2022
Outerblue Talks Research - Regime shift on the horizon in the global currency markets
Sep 14, 2022
Outerblue Convictions - Global Investment Views - Market Views September 2022
Sep 08, 2022
Outerblue Talks Research - Reforming the EU budget rules – The challenges and alternatives
Aug 22, 2022
Outerblue Convictions - Global Investment Views: Cautious on markets: high inflation, slowing growth
Aug 05, 2022
Outerblue Talks Research - Amundi H2 2022 Investment Outlook
Jul 26, 2022
Outerblue Convictions - Global Investment Views: Market Views August 2022
Jul 25, 2022
Outerblue Talks Research - Global economic policies: Divergence or decoupling ? Olivier Blanchard & Pascal Blanqué
Jul 15, 2022
Outerblue Convictions - Global Investment views: Play the desynchronization of the cycle
Jul 04, 2022
Outerblue Convictions - Global Investment Views: Monetary policies and central banks
Jun 08, 2022
Outerblue Talks Green - Investing in the Circular Economy
May 24, 2022
Outerblue Convictions - Global Investment views: Central banks and the inflation balancing act
Apr 28, 2022
Outerblue Conversations - French Elections 2022
Apr 27, 2022
Outerblue Talks Green - Balancing climate ambition, energy security and economic development in Asia
Apr 08, 2022
Outerblue Convictions - Global Investment views: Ukraine/Russia conflict
Mar 28, 2022
Outerblue Convictions - Global Investment views: Special Ukraine
Mar 04, 2022
Outerblue Convictions - Global Investment views: Strong market gyrations
Feb 02, 2022
Outerblue Talks Research - 2022 Investment Outlook: What's in store for investors in 2022?
Dec 07, 2021
Outerblue Convictions - Global Investment views: Markets in quicksand: inflationary risks persist
Oct 27, 2021
Outerblue Talks Green - Attaining Net zero: issues, implications and investment opportunities
Oct 20, 2021
Outerblue Conversations - Germany kicks off a major electoral sequence for Europe
Sep 30, 2021
Outerblue Convictions - Global Investment views: Mounting risks, buying time.
Sep 30, 2021
Outerblue Convictions - Global Investment views: Markets in 3D: Delta, Deceleration and Divergences
Sep 01, 2021
Outerblue Talks Research - H2 2021 Investment Outlook: Watch out for Inflation!
Jul 05, 2021
Outerblue Convictions - Global Investment views: Waters seem calm, yet are they safe?”
Jun 23, 2021
Outerblue Convictions - Global Investment Views: Inflation is taking the driver’s seat of financial markets
May 27, 2021
Outerblue Conversations - Biden's Climate Summit
May 10, 2021
Outerblue Convictions - Global Investment Views: Recovery : a key market driver
Apr 27, 2021
Outerblue Convictions - Global Investment Views: Growth narratives, investment consequences & risks on environment
Apr 08, 2021
Outerblue Convictions - Global Investment Views: How hot is the inflation pot?
Mar 03, 2021
Outerblue Conversations - Europe political hotspots and investment implications
Feb 03, 2021
Outerblue Convictions - Global Investment Views: What changes with the new US administration?
Feb 03, 2021
Outerblue Convictions - Global Investment Views: will the old normal return?
Jan 04, 2021
Outerblue Conversations - The “Day After” series – Geopolitics: what’s next for Europe?
Dec 17, 2020
Outerblue Talks Research - The "Day After" series - Changing shares of labour and capital incomes: what implications for investors?
Nov 27, 2020
Outerblue Talks Research - 2021 investment outlook: market rotation in an uneven recovery
Nov 24, 2020
Outerblue Conversations - The US elections #3: Results - analysis & investment impacts
Nov 17, 2020
Outerblue Conversations - The US elections #2: expectations and market scenarios on the eve of the US presidential elections
Oct 29, 2020
Outerblue Convictions - November global investment views: the path towards a sustained growth
Oct 29, 2020
Outerblue Convictions - The US elections #1: implications for global financial markets
Oct 09, 2020
Outerblue Convictions - Global Investment Views: markets at a crossroad, opportunities in divergence
Oct 02, 2020
Outerblue Talks Green - Carbon price and credit default: introducing the carbon price margin
Oct 01, 2020
Outerblue Convictions - Global Investment Views : A note of caution for the back-to-school season
Sep 04, 2020
Outerblue Talks Research - The “Day After” series - rethinking the macro and cross-asset research post crisis
Jul 20, 2020
Outerblue Talks Research - The "Day After" series - Deglobalisation: an assessment of financial contagion
Jul 13, 2020
Outerblue Conversations - EU Equities: a tactical call
Jul 10, 2020
Outerblue Talks Research - The “Day After” series – The EU resilience: the Covid-19 crisis as a catalyst for change
Jul 10, 2020
Outerblue Talks Research - H2 2020 investment outlook: investing during a de-freezing cycle
Jun 29, 2020
Outerblue Talks Research - The “Day After” series – Climate change post Covid-19: a crisis at a crossroad
Jun 29, 2020
Outerblue Convictions - An active play for July combined with a focus on fundamentals
Jun 26, 2020
Outerblue Talks Research - The “Day After” series – A possible inflationary cocktail
Jun 22, 2020
Outerblue Conversations - Eurogroup and ECB rescue packages: measures and analysis of the fixed income market
Jun 15, 2020
Outerblue Talks Research - The "Day After" series - New frontiers for Central Banks
Jun 12, 2020
Outerblue Talks Research - The "Day After" series - Social inequalities, a rising theme on investors' shelf
Jun 05, 2020
Outerblue Talks Research - The "Day After" series - Is green the new gold of the crisis?
Jun 03, 2020
Outerblue Convictions - The big financial regimes picture is confirmed
May 27, 2020
Outerblue Conversations - Covid-19: what are the next steps in Europe?
May 27, 2020
Outerblue Talks Research - "The Day After" series – Learn the rules like a pro, so you can break them like an artist
May 18, 2020
Outerblue Talks Research - "The Day After" series - Covid-19: the invisible hand pointing investors down the road to the 70s
May 11, 2020
Outerblue Convictions - The financial regime cycle is altered: contraction and recovery time
Apr 30, 2020
Outerblue Convictions - SPECIAL COVID-19 ep#7 - EU summit and equities: stories of a recovery fund, dividends and ESG investing
Apr 24, 2020
Outerblue Convictions - SPECIAL COVID-19 ep#6 - Emerging markets: a lower pressure on outflows
Apr 15, 2020
Outerblue Conversations - SPECIAL COVID-19 ep#5 - The USA: opportunities in a market expecting a deep recession
Apr 07, 2020
Outerblue Convictions - SPECIAL COVID-19 ep#4 - Some light in the fixed income space
Apr 01, 2020
Outerblue Convictions - SPECIAL COVID-19 ep#3 - A game of cycles
Mar 25, 2020
Outerblue Convictions - SPECIAL COVID-19 ep#2 - Evolution and market impacts
Mar 17, 2020
Outerblue Convictions - SPECIAL COVID-19: ECB true action beyond communication
Mar 13, 2020
Outerblue Talks Green - ESG investing & equity asset pricing
Mar 13, 2020
Outerblue Convictions - SPECIAL EPISODE - Coronavirus impact on markets: Volcker's theory as a victim of COVID-19
Mar 10, 2020
Outerblue Conversations - Super Tuesday: Biden running against Trump?
Mar 10, 2020
Outerblue Convictions - A temporary shock, with daily data monitoring to know when the economic activity will resume to normal
Mar 05, 2020
Outerblue Talks Research - Central banks, Trade war, Coronavirus: what are the markets drivers for the beginning of 2020?
Feb 11, 2020
Outerblue Conversations - Day one after Brexit: what are the impacts on the UK, the EU and financial markets?
Feb 11, 2020