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Outerblue

Amundi
Inflation
Emerging Markets
Federal Reserve
China
Amundi
Monetary Policy
Tariffs
Artificial Intelligence
Central Banks
Shareholder Engagement
Gold
Climate Change
United States
US Economy
Fiscal Policy
Sustainability
European Central Bank
Responsible Investing
Geopolitics
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

PublishesMonthlyEpisodes139Founded6 years ago
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Latest Episodes

Market Analysis and Investment Views by Outerblue Convictions

Markets have remained surprisingly resilient despite a fast-moving news cycle, rising geopolitical tensions and growing uncertainty around the outlook for growth and inflation. In this ep... more

The war in Iran has shaken markets and is threatening the stability of the global economy. As energy prices surge and the news flow comes thick and fast, this month’s host, Silvia Di Silvio, speaks to Monica Defend, Head of the Amundi Investment Inst... more

As tariffs figures once again hit the headlines, our new episode of Outerblue Convictions measures the feeling in the markets and looks at some of the main drivers over the past few weeks. Swaha Pattanaik speaks to Monica Defend, head of the Amundi I... more

After a flurry of headlines and announcements from the annual World Economic Forum in Davos in January, one key message is likely to survive after most of the speeches have been long-forgotten; The world is facing a rupture in the international order... more

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Recent Guests

Monica Defend
Head of the Amundi Investment Institute
Amundi
Episode: Iran conflict: A temporary shock or a more persistent shift? Global Investment Views by Outerblue Convictions
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
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
Head of Publishing, Amundi; host of Outerblue Convictions and related series; responsible for publishing strategy and digital leadership.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#178
France/Business/Investing
Apple Podcasts
#70
Singapore/Business/Investing
Apple Podcasts
#195
Ireland/Business/Investing
Apple Podcasts
#203
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

Tracking the trends in a time of rupture - Global Investment views by Outerblue Convictions
Q: Could you drill down into the dollar dynamics in the near term?
The dollar is expected to weaken through 2025 with occasional volatility from policy statements, but a weaker dollar may be constrained by policy discipline and structural factors; volatility is likely to remain entrenched.
Tracking the trends in a time of rupture - Global Investment views by Outerblue Convictions
Q: What are you expecting from the Fed this year at the moment?
The Fed is likely to pivot away from traditional rate cuts and hikes towards liquidity and balance sheet operations, with the trajectory guided by inflation, productivity, and labor market data, suggesting a more unconventional policy stance.
Fragmented forces shaping the markets - Global Investment Views by Outerblue Convictions
Q: What does the AI 2.0 shift imply for asset allocation and sector investment in the near to mid-term?
The AI 2.0 wave is driving CAPEX reorientation toward real economy investments and tangible assets, with sector rotations becoming more pronounced and investments in technology translating into broader, more diversified growth opportunities.
Fragmented forces shaping the markets - Global Investment Views by Outerblue Convictions
Q: How much is the tariff news changing your view on the macro outlook and monetary policy?
While tariffs introduce short-term volatility, the fundamental macro framework remains intact; long-term policy is expected to remain guided by a controlled but evolving regime, with some acceleration in regional strategies rather than a wholesale shift.
Monetary policy resolutions for a new year - Global Investment views by Outerblue Convictions
Q: What about the ECB's stance given ongoing political and growth pressures?
We do not anticipate a rate hike in the near term and expect the ECB to continue with rate cuts in 2026, driven by a moderating inflation trajectory and a softer growth outlook that allows for more accommodative policy.

Audience Metrics

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Frequently Asked Questions About Outerblue

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

The series delivers timely, practitioner-focused insights into global markets, macro policy, and asset allocation. Across recent episodes, topics include the evolving global economy, the impact of monetary policy and central banks, inflation dynamics, and the shifting landscape for equities, fixed income, and emerging markets. ESG, responsible investing, and shareholder engagement also feature prominently, with discussions anchoring around strategic diversification, risk management, and opportunities in technology, AI, defense, and climate-related themes. A notable strength is the presenter–lead dynamic, pairing market-tested analysis with practitioner perspectives from Amundi's investment platform, offering listeners actionable takeaways f... more

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These podcasts share a similar audience with Outerblue:

1. Making Sense
2. The Markets
3. Exchanges
4. Thoughts on the Market
5. FT News Briefing

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Outerblue launched 6 years ago and published 139 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. Monica Defend
2. Jonathan Duensing
3. Mahmood Pradhan
4. Amin Rajan
5. Romina Boarini

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