18 épisodes

Welcome to Outerblue, the podcast channel which guide professional investors into their financial journey.
3 sound series are available:
Blue Convictions: monthly market analysis and asset allocation
This series sets up our analysis of the markets and our investment convictions. Each month, listen to Monica Defend, Global Head of Research, who discusses our views with Tom Burges-Watson, your host on this podcast.
Blue Conversation: financial talk on geopolitics
This series is a free talk on geopolitical main events. Renowned international experts as well as Amundi CIOs and Research professionals are interviewed by Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage, to provide you with insights, consequence assessment, market views as well as asset allocation recommendations
Blue Research: knowledge sharing on financial research.
This podcast deep dives into a significant financial research theme with an Amundi Research expert. Every quarter, learn more about our latest significant publications and findings with this interview led by Tom Burges-Watson.

Outerblue Amundi

    • Investissement
    • 5.0, 6 notes

Welcome to Outerblue, the podcast channel which guide professional investors into their financial journey.
3 sound series are available:
Blue Convictions: monthly market analysis and asset allocation
This series sets up our analysis of the markets and our investment convictions. Each month, listen to Monica Defend, Global Head of Research, who discusses our views with Tom Burges-Watson, your host on this podcast.
Blue Conversation: financial talk on geopolitics
This series is a free talk on geopolitical main events. Renowned international experts as well as Amundi CIOs and Research professionals are interviewed by Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage, to provide you with insights, consequence assessment, market views as well as asset allocation recommendations
Blue Research: knowledge sharing on financial research.
This podcast deep dives into a significant financial research theme with an Amundi Research expert. Every quarter, learn more about our latest significant publications and findings with this interview led by Tom Burges-Watson.

    [Blue Convictions] The big financial regimes picture is confirmed

    [Blue Convictions] The big financial regimes picture is confirmed

    Monica Defend, Global Head of Research, gives the global investment views of the month and the asset allocation convictions of Amundi.
    Led by Tom Burges-Watson, this new episode of Blue Convictions confirm the big picture to come: a contraction phase in 2020, a recovery phase in 2021 and a late cycle or asset reflation, depending on central banks policies, in 2022. Healthcare policies, monetary and fiscal policies plus solvency/default issues are key elements to monitor. What is our analysis of the labour market? Which geopolitical situation must be kept in mind? Should we rally on the equity market? 
    Find out all answers in the podcast and read further more:
    Global Investment Views - June 2020 >>> https://research-center.amundi.com/page/Article/Amundi-Views/2020/06/Global-Investment-Views-June-2020 
    Cross Asset Investment Strategy - June 2020 >>>  https://research-center.amundi.com/page/Publications/Cross-Asset/2020/Cross-Asset-Investment-Strategy-June-2020 
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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.

    • 9 min
    [Blue Conversation] Covid-19: what are the next steps in Europe?

    [Blue Conversation] Covid-19: what are the next steps in Europe?

    Talks will begin today, May 27, on the European Union’s (EU) seven-year budget and plans to fund the economic recovery following the coronavirus pandemic. France and Germany proposed a €500 billion European Union Recovery Fund, to be financed by debt issuance by the European Commission on behalf of the Union. Do the current multi-annual EU budget be achieved? What are the pros and cons to bear in mind looking at the EU final budget agreement? Which place could we expect for Europe in the geopolitical sphere post crisis?
    Enrico Letta, former Italian Prime Minister (from 2013 to 2014), is the keynote guest of this new episode of the Blue Conversation series, interviewed by Monica Defend, Global Head of Research.
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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.

    • 31 min
    [Blue Research] "The Day After" series – Learn the rules like a pro, so you can break them like an artist

    [Blue Research] "The Day After" series – Learn the rules like a pro, so you can break them like an artist

    The coronavirus is challenging the rules that underpin the way our economies and societies function and interact with each other. One could even advocate that the coronavirus has shattered our dominant corpus more massively than in 2008 in less than a month. Budgetary rules, public intervention, slowbalisation, deglobalisation, central banks role: these key words are discussed by Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage (Amundi) and Bastien Drut, Senior Strategist (CPR AM) during this Blue Research episode. Together they acknowledge that former economical rules have changed and try to assess which new ones may prevail after the crisis. 
    Read the entire paper of "The Day After #2" on Amundi's Research Center website:  https://research-center.amundi.com/page/Article/2020/05/The-day-after-2-Learn-the-rules-like-a-pro-so-you-can-break-them-like-an-artist?search=true 
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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.

    • 41 min
    [Blue Convictions] - "The Day After" series - Covid-19: the invisible hand pointing investors down the road to the 70s

    [Blue Convictions] - "The Day After" series - Covid-19: the invisible hand pointing investors down the road to the 70s

    Outerblue introduces a new series of podcasts entitled “The Day After” where our experts share their thinking on what the long-term implications of the current, unprecedented crisis on the investment landscape could be.
    In this first episode, Pascal Blanqué, Amundi's Global CIO, highlights the key reasons why the current crisis could be the trigger for a regime shift that could, in the long run, lead to a new equilibrium with features similar to those seen in the ‘70s. In the journey along this road, investors will need to stay active and rethink their investment approaches around some key principles and especially: diminished returns, a reorganisation of the risk/cost budget couple with a decent target return and a new position of portfolio with a different hierarchy of risk premia and asset classes.
    Read the entire paper of "The Day After #1" on Amundi's Research Center website:  https://research-center.amundi.com/page/Article/2020/05/The-day-after-1-Covid-19-the-invisible-hand-pointing-investors-down-the-road-to-the-70s 
    -- 
    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.

    • 35 min
    [Blue Convictions] - The financial regime cycle is altered: contraction and recovery time

    [Blue Convictions] - The financial regime cycle is altered: contraction and recovery time

    The pandemic outbreak altered the financial regime cycle in place at the end of 2019.
    Amundi now expects a contraction (central banks and governments support, recession, rising unemployment) followed by a recovery later in 2021 (economic activity retracing back but below 2019 levels, rising labour costs, cooling down monetary and governments actions), which would eventually land in a late cycle in 2022 (or potentially an asset reflation regime, should Central Banks remain ultra-supportive). 
    Listen to the key elements to watch in May in this new market analysis and asset allocation views done by Monica Defend, Global Head of Research.
    Read deeper analysis in our papers:
    Global Investment Views - May 2020:  https://research-center.amundi.com/page/Article/Amundi-Views/2020/05/Global-Investment-Views-May-2020 
    Cross Asset Investment Strategy - May 2020:  https://research-center.amundi.com/page/Publications/Cross-Asset/2020/Cross-Asset-Investment-Strategy-May-2020 
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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.

    • 12 min
    [Blue Convictions] SPECIAL COVID-19 ep#7 - EU summit and equities: stories of a recovery fund, dividends and ESG investing

    [Blue Convictions] SPECIAL COVID-19 ep#7 - EU summit and equities: stories of a recovery fund, dividends and ESG investing

    The ECB displayed no limits in its policies and is keen to change its operational rules. The recovery fund framework still needs to be confirmed, especially on the mutualisation degree. Some countries request loans, others grants. Does this fund will be enough to restore some confidence among investors in the Eurozone? Which decisions from the credit ratings agencies can be expected? Monica Defend, Global Head of Research, explains the decisions taken on the EU summit of 23 April and its potential consequences in Covid-19 crisis management. Alongside this macroeconomic analysis, Kasper Elmgreen, Head of Equities, gives his comment on the equities market. Is the market too optimistic on equities? How about earnings recovery and dividends cuts? Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage, leads the interview for this new special episode of Blue Convictions.
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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.

    • 31 min

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