Outerblue Convictions - Global Investment Views: A relief rally, excess optimism overdone | Outerblue

Outerblue Convictions - Global Investment Views: A relief rally, excess optimism overdone

Outerblue Convictions - Global Investment Views: A relief rally, excess optimism overdone

09min | 12/05/2022

Outerblue Convictions - Global Investment Views: A relief rally, excess optimism overdone

Outerblue Convictions - Global Investment Views: A relief rally, excess optimism overdone

09min | 12/05/2022

Description

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.

The significant market trends at play are addressed, along with the macro economic outlook post US CPI data publication, China’s growth outlook for 2023 and the earnings’ season results, to conclude with Amundi’s asset allocation.

Discover the Global Investment Views - December 2022 article: https://research-center.amundi.com/article/global-investment-views-december-2022

-------------------------------

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.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Outerblue

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 views with Swaha Pattanaik, your host on this podcast.

Outerblue Conversations: Latest insights and discussion on a variety of investment topics

This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.

Outerblue Responsible investment: Responsible investing themes shaping the investment landscape

This podcast explores and explains the latest responsible investment themes.

Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching

Outerblue Talks Research: knowledge sharing on financial research

This podcast takes a closer look at current financial research topics and themes.

Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Outerblue

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 views with Swaha Pattanaik, your host on this podcast.

Outerblue Conversations: Latest insights and discussion on a variety of investment topics

This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.

Outerblue Responsible investment: Responsible investing themes shaping the investment landscape

This podcast explores and explains the latest responsible investment themes.

Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching

Outerblue Talks Research: knowledge sharing on financial research

This podcast takes a closer look at current financial research topics and themes.

Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Description

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.

The significant market trends at play are addressed, along with the macro economic outlook post US CPI data publication, China’s growth outlook for 2023 and the earnings’ season results, to conclude with Amundi’s asset allocation.

Discover the Global Investment Views - December 2022 article: https://research-center.amundi.com/article/global-investment-views-december-2022

-------------------------------

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.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Outerblue

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 views with Swaha Pattanaik, your host on this podcast.

Outerblue Conversations: Latest insights and discussion on a variety of investment topics

This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.

Outerblue Responsible investment: Responsible investing themes shaping the investment landscape

This podcast explores and explains the latest responsible investment themes.

Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching

Outerblue Talks Research: knowledge sharing on financial research

This podcast takes a closer look at current financial research topics and themes.

Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Outerblue

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 views with Swaha Pattanaik, your host on this podcast.

Outerblue Conversations: Latest insights and discussion on a variety of investment topics

This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.

Outerblue Responsible investment: Responsible investing themes shaping the investment landscape

This podcast explores and explains the latest responsible investment themes.

Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching

Outerblue Talks Research: knowledge sharing on financial research

This podcast takes a closer look at current financial research topics and themes.

Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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Description

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.

The significant market trends at play are addressed, along with the macro economic outlook post US CPI data publication, China’s growth outlook for 2023 and the earnings’ season results, to conclude with Amundi’s asset allocation.

Discover the Global Investment Views - December 2022 article: https://research-center.amundi.com/article/global-investment-views-december-2022

-------------------------------

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.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Outerblue

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 views with Swaha Pattanaik, your host on this podcast.

Outerblue Conversations: Latest insights and discussion on a variety of investment topics

This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.

Outerblue Responsible investment: Responsible investing themes shaping the investment landscape

This podcast explores and explains the latest responsible investment themes.

Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching

Outerblue Talks Research: knowledge sharing on financial research

This podcast takes a closer look at current financial research topics and themes.

Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Outerblue

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 views with Swaha Pattanaik, your host on this podcast.

Outerblue Conversations: Latest insights and discussion on a variety of investment topics

This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.

Outerblue Responsible investment: Responsible investing themes shaping the investment landscape

This podcast explores and explains the latest responsible investment themes.

Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching

Outerblue Talks Research: knowledge sharing on financial research

This podcast takes a closer look at current financial research topics and themes.

Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Description

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.

The significant market trends at play are addressed, along with the macro economic outlook post US CPI data publication, China’s growth outlook for 2023 and the earnings’ season results, to conclude with Amundi’s asset allocation.

Discover the Global Investment Views - December 2022 article: https://research-center.amundi.com/article/global-investment-views-december-2022

-------------------------------

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.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Outerblue

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 views with Swaha Pattanaik, your host on this podcast.

Outerblue Conversations: Latest insights and discussion on a variety of investment topics

This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.

Outerblue Responsible investment: Responsible investing themes shaping the investment landscape

This podcast explores and explains the latest responsible investment themes.

Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching

Outerblue Talks Research: knowledge sharing on financial research

This podcast takes a closer look at current financial research topics and themes.

Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Outerblue

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 views with Swaha Pattanaik, your host on this podcast.

Outerblue Conversations: Latest insights and discussion on a variety of investment topics

This series discusses topical developments in the world of investment. Listen to expert views on the economic and geopolitical landscape, discover the insights, implications, and analysis as well as market views and asset allocation recommendations.

Outerblue Responsible investment: Responsible investing themes shaping the investment landscape

This podcast explores and explains the latest responsible investment themes.

Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching

Outerblue Talks Research: knowledge sharing on financial research

This podcast takes a closer look at current financial research topics and themes.

Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Share

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