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Outerblue

Amundi
Inflation
Emerging Markets
Monetary Policy
Central Banks
Artificial Intelligence
Amundi
Economic Growth
Equity Market
Federal Reserve
Renewable Energy
Economic Inequality
Equal Opportunities
Equities
Geopolitics
China
US Economy
European Central Bank
Climate Change
ESG Investing
Japan

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 vie... more

PublishesTwice monthlyEpisodes132Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Latest Episodes

While Europe headed to the beach, journalists were kept busy with the newsflow out of the US this summer, as central bank independence, new tariff announcements and foreign affairs negotiations continued to make headlines.

Swaha Pattanaik and Monica... more

With summer well underway in Europe, many may be on holiday, but this hasn't done anything to slow the newsflow. In particular, announcements from the US are keeping analysts busy. Swaha Pattanaik and Monica Defend, Head of the Amundi Investment Inst... more

The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic... more

Join our host, Swaha Pattanaik, as she sits down for her regular catch-up with Monica Defend, Head of the Amundi Investment Institute, to give our perspective on the markets, analyse the trends and share our investment views for the weeks ahead.

In ... more

The spring meetings in Washington are a useful platform to gauge opinion of policymakers, economists, bankers and investors from around the world. In this latest edition of our monthly investment views podcast, Monica Defend, Head of Amundi Investmen... more

Against a backdrop of extraordinary global uncertainty, Amundi's 2025 capital market assumptions report explores the game changers that are shaping investment decisions and asset class return expectations. Join Giulio Lombardo as he speaks to Monica ... more

In the fifth and last episode of our series on Shareholder Stewardship, Caroline Le Meaux, Global Head of ESG Research, Engagement, and Voting, and Edouard Dubois, Head of Proxy Voting, engage in a dynamic conversation on voting at annual general ass... more

The market roller coaster continues. After riding a wave of optimism in Europe in the wake of the German fiscal bazooka to increase defense spending, the confirmation of US tariffs sent markets suddenly plunging. What will be the economic impact of T... more

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Recent Guests

Jonathan Duensing
Head of fixed income and portfolio manager
Amundi US
Episode: Outerblue Talks Research - US fixed income - Early pain, later gain?
Mahmood Pradhan
Head of global macro at the Amundi Investment Institute
Amundi
Episode: Outerblue Talks Research - US fixed income - Early pain, later gain?
Amin Rajan
CEO of CREATE Research
Episode: Outerblue Conversations – Seeking returns in a disruptive era? Analysis of the 2024 pension survey
Monica Defend
Head of the Amundi Investment Institute
Amundi
Episode: Outerblue Convictions – Global Investment Views – Perspectives on the US elections
Romina Boarini
Director of the OECD WISE Centre, focusing on well-being and equal opportunities.
OECD
Episode: Outerblue Responsible Investment: Exploring perceptions of equal opportunities with Romina Boarini, Director of the OECD WISE Centre

Host

Swaha Pattanaik
Host and Head of Publishing at Amundi, overseeing various series and discussions centered on investment insights.

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Talking Points

Recent interactions between the hosts and their guests.

Trade wars continue to complicate policy decisions - Global Investment Views by Outerblue Convictions
Q: What’s the outlook for the Federal Reserve?
The Federal Reserve will need to remain data and policy dependent, balancing the inflationary impacts of tariffs with growth-friendly measures.
Trade wars continue to complicate policy decisions - Global Investment Views by Outerblue Convictions
Q: How have US tariffs and retaliatory measures from China affected the outlook for the global economy?
They have shifted discussions from forecasts to reference trajectories, indicating lower growth and higher inflation, but not predicting a recession.
Trade wars continue to complicate policy decisions - Global Investment Views by Outerblue Convictions
Q: What was the mood like in Washington?
The mood was quite constructive, with a sense of policy uncertainty but overall optimism about growth.
Outerblue Responsible Investment - Driving Action on Social Cohesion through Shareholder Engagement
Q: How are companies managing workforce and societal risks associated with AI?
There's a distinction between AI risks and general digital rights issues, with a focus on the implications for employees and the need for ethical AI policies.
Outerblue Responsible Investment - Driving Action on Social Cohesion through Shareholder Engagement
Q: How do we think about the links between companies' societal responsibility and material risks?
Companies might not see some risks as immediately material to their operations, but they have significant negative impacts that they might not act upon due to the lack of visibility.

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Frequently Asked Questions About Outerblue

What is Outerblue about and what kind of topics does it cover?

The content focuses on providing professional investors with insights into the dynamic landscape of global finance. It encompasses a wide range of investment-related topics including market analysis, economic developments, asset allocation strategies, and responsible investing practices. Notably, it emphasizes the importance of adapting strategies in response to geopolitical tensions, fiscal policies, and market volatility, making it a useful resource for those looking to navigate complex financial environments. Each series within the channel addresses specific themes, from macroeconomic trends to socially responsible investment practices, catering to a diverse audience interested in informed investment decision-making.

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These podcasts share a similar audience with Outerblue:

1. Insights Now
2. The Markets
3. Investing Insights

How many episodes of Outerblue are there?

Outerblue launched 6 years ago and published 132 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Outerblue?

Recent guests on Outerblue include:

1. Jonathan Duensing
2. Mahmood Pradhan
3. Amin Rajan
4. Monica Defend
5. Romina Boarini

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