Outerblue Convictions - Global Investment views: Markets in 3D: Delta, Deceleration and Divergences | Outerblue by Amundi - Market analysis, asset allocation views, investment convictions and expert financial research

Description

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies

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 by Amundi - Market analysis, asset allocation views, investment convictions and expert financial research

Welcome to Outerblue by Amundi, a podcast channel to guide professional investors on their financial journey

Join us for expert insights, financial market analysis, investment and asset allocation views to help decipher investment trends and the implications for investment portfolios.

Discover all our series:

Outerblue Convictions: Our monthly market analysis and investment convictions

Our latest analysis of the markets, asset allocation trends and investment convictions.

Each month, listen to Monica Defend, Head of Amundi Institute, share Amundi’s investment views and market insights 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 trends.

Outerblue Responsible investment: Responsible investing themes shaping the investment landscape

This podcast series 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 financial and economic research, the findings and implications from Amundi’s research experts.

Join us to discover more on the following topics: asset management, finance, money, economics, markets, investment, central banks, monetary policy, fiscal policy, inflation, interest rates, bonds, fixed income, equity, private markets, emerging markets, FX, US dollar.

Discover all our investment research on the Amundi Research Center https://research-center.amundi.com/

Discover more about Amundi https://www.amundi.com/institutional

Only for the attention of professional investors in the financial industry