Outerblue

• Outerblue Talks Research - US fixed income - Early pain, later gain?

  Less than 2 months back in the White House, US president Donald Trump has packed in a great deal;Shifts in policy, tariffs, federal employment, not to mention a huge change in approach to foreign policy. This month, Swaha Pattanaik sits down with Jonathan Duensing, Head of Fixed Income at Amundi US, and Mahmood Pradhan, Head of Global Macro with the Amundi Investment Institute, to try to guide us through the present uncertainty in the markets. They examine how these different issues have been affecting the US economy as a whole, and bond markets in particular and explore where investors can find the best opportunities at the moment. How long will the current pain last, and when and where will the promised gains be realised? They discuss the extent to which the roadmap given during the election campaign has changed and how this is impacting market growth. Will Trump succeed in reducing government spending and what challenges will he face? They finish by drawing on their wealth of experience in previous crises togive their view on whether the current crisis is any different.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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• Outerblue Responsible Investment - Driving Action on Nature-Related Risks through Shareholder Engagement

  In the third episode of our five-part series on Shareholder Stewardship, Molly Minton and Julien Foll, both Senior Analysts and Co-leads on Nature at Amundi, engage in a dynamic conversation on shareholder engagement on biodiversity - linking nature-related engagements to responsible investors financial considerations. More than half of the world’s GDP depends on natural resources and pressures on biodiversity and ecosystems present acute risks for investors and society at large. This episode will explore how Amundi uses the framework of the planetary boundaries as a tool to identify key engagement priorities around nature to encourage corporates to better address nature related impacts and risks while also capturing new business opportunities.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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• Outerblue Convictions – Global Investment Views – Narratives of love and fear

  After an eventful month trying to keep up with the breaking news, not least the debut of new AI model Deepseek, concerns over Trump’s tariff proposals, and European security concerns, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sit down to reflect on what all these events mean for the markets. Find out what is driving the equity and fixed income markets and whether we can expect the current gold rush to continue. What were the outcomes of the Munich Security Conference? Have tariffs impacted China’s growth prospects? Where is the US dollar likely to go next? This jam-packed episode takes a look at all the major market events of the month.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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• Outerblue Conversations – Seeking returns in a disruptive era? Analysis of the 2024 pension survey

  Each year, Amundi and CREATE interview pension plans to highlight topics shaping the pension ecosystem. As pension investors transition to a new regime, this year, one question is at the top of everyone’s minds: where will the returns come from? The 2024 survey takes a closer look at two of the potential answers in this search for good risk-adjusted returns: private markets and Asian emerging markets. Sofia Santarsiero, Head of Institutional Business Solutions & Innovation, talks to Professor Amin Rajan, CEO of CREATE Research, the co-author of the report, to find out more about how and why pension funds’ attitudes to these two asset classes are changing. They discuss the preferred ways for pension funds to invest and what has been driving, or constraining, allocations.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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• Outerblue Responsible Investment - Driving Climate Action through Shareholder Engagement

  In the second episode of our five-part series on Shareholder Stewardship, Aaron McDougall, Head of Climate & Ciaran Callaghan, Head of European Equity Research engage in a dynamic conversation on shareholder engagement on climate - linking climate engagements to responsible investors financial considerations. They also discuss Amundi’s commitment to playing its part in achieving the objectives of the Paris Agreement, by helping clients willing to take climate risks and opportunities into account within their investments. They emphasize how Amundi engages with issuers to together achieve a pragmatic transition for the decarbonization of supply chains, products & portfolios, balancing the imperatives of both climate and investors. Finally, they explore best practices in climate engagements and voting, drawing on real-world case studies from Amundi’s interactions with issuers.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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