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. -------- The January episode of Blue Convictions discusses Central Banks communication, the latest economic and growth data and current volatility spikes. Monica Defend, Head of Global Research, emphasizes the need to be agile in the current market momentum.

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. --- As the Brexit bill eventually passed UK legislation, Sir. Simon Fraser, Former Permanent Secretary at the Foreign & Commonwealth Office, shared his insights on the next steps following this major milestone with Amundi’s experts. 

In this second episode of Blue Convictions, the impacts of coronavirus are discussed and analysed. The current shock is temporary and will lead to a rebound. Amundi monitors all signals daily to have a clear view on the path happening now, and understand when and how the economy will resume to normal activity. --- 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.

The Super Tuesday happened to be in favour of the democratic candidate Joe Biden. Are we assisting to a split inside the Democratic Party between Biden and Sanders? What would be his program in 5 points? What is the USA reaction to coronavirus pandemy? Find the answers with Greg Valliere, Barron’s columnist, veteran non-partisan commentator on Washington developments and Ken Taubes, CIO of US Investment Management in this second episode of Blue Conversation.    --- 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.

The shock in the markets is temporary and the main issue is on the credit side. Central banks mission includes stepping in when the markets conditions are tightening. There is room for manoeuvre, time is approaching to look at the situation with the lenses of opportunities. Gold and treasury remain safe heavens. The longevity of the virus and the recovery of the economic activity are the two key criterias to assess. Pascal Blanqué, Group CIO and Monica Defend, Global Head of Research discuss Amundi’s views on the current market situation.  --- 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.

This first episode of Blue Research explains the key findings of the paper "ESG investing & equity asset pricing", freshly updated in 2020. Thierry Roncalli, Head of Quantitative Research, observes: a transatlantic divide between Europe and the USA a winning pillar: the social one, in terms of performance and returns a movement from static to dynamic of ESG investing, which becomes more and more complex If you want to read the full research paper click below:  https://research-center.amundi.com/page/Publications/Discussion-Paper/2020/ESG-Investing-in-Recent-Years-New-Insights-from-Old-Challenges?search=true  --- 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.

Coordination of public authorities becomes essential in the economic and health crisis management. What are the measures already taken by governments? What action the ECB is ready to put in place? Why the market reacted negatively yesterday? Monica Defend, Global Head of Research, gives her macroeconomic views and analysis, especially on Christine Lagarde last speech.  --- 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.

Jean-Jacques Barberis, Head of Institutional and Corporate clients coverage, speaks with Monica Defend, Global Head of Research, about the governments and central banks last decisions and measures to fight Covid-19 pandemy. What has to be monitored before the end of the week? What's happening in the markets right now? Listen to this second rdv of the Blue Convictions special Covid-19 series to find the answers. --- 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.

The world is now entirely racing for time against the Covid-19.Three cycles are under watch: the pandemic cycle, the financial cycle and the real economy cycle. This period constitutes a shift for investors where the virus exhorts returns back to their long and sustainable trends. The Fed adressed liquidity issues while the ECB will probably deepen its QE measures. Governments keep up with fiscal announcements. Quality, low volatility, duration and liquidity buffles are keys in portfolios.Will coronabonds emerge in the financial space? This third episode of Blue Convictions special series about Covid-19 gathers together Jean-Jacques Barberis, Head of Institutional and Corporate clients coverage, Monica Defend, Global Head of Research, and Pascal Blanqué, Global Chief Investment Officer to provide Amundi's last economic analysis and market views. --- 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.

Volatility will remain for a while in the equity and fixed income worlds. However, thanks to the action and coordination of central banks, massive debt issuance in Europe and in the US eased trading for both buying and selling sides. The Covid-19 crisis led to sector and rating fragmentations and liquidity management is the top priority concern. This new episode of Blue Convictions special Covid-19 series highlights the key elements to monitor in the fixed income field, especially in Europe, with Eric Brard, Head of Alpha Fixed Income, as a guest speaker. Do potential opportunities exist in the € credit market? What are the latest news about Coronabonds and TLTRO channels? Alongside M. Brard, Monica Defend, Global Head of Research gives her answers. As usual, both experts are interviewed by Jean-Jacques Barberis, Head of Institutional and Corporate clients coverage. --- 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.