Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency

Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency

13min |20/01/2025

Play

Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency

Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency

13min |20/01/2025

Play

Description

2025 got off to a dramatic start with an unexpected jump in bond yields. What has been driving this move and do we expect it to continue? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, share their investment views and explain what’s been happening in the US and UK and explore what these mean for our growth and interest rate forecasts.

We also look closer at what potential policy shifts from incoming US President Trump, and the associated international response, could mean for the markets.

Topics of this episode: Investment views ▪ Market analysis ▪ Fixed income ▪ Bonds ▪ US ▪ UK ▪ economy ▪ Growth ▪ Interest rates ▪ Forecast

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

Subscribe

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

Subscribe

Description

2025 got off to a dramatic start with an unexpected jump in bond yields. What has been driving this move and do we expect it to continue? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, share their investment views and explain what’s been happening in the US and UK and explore what these mean for our growth and interest rate forecasts.

We also look closer at what potential policy shifts from incoming US President Trump, and the associated international response, could mean for the markets.

Topics of this episode: Investment views ▪ Market analysis ▪ Fixed income ▪ Bonds ▪ US ▪ UK ▪ economy ▪ Growth ▪ Interest rates ▪ Forecast

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

Subscribe

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

Subscribe

Share

Embed

Copy link

Copy link

You may also like

Description

2025 got off to a dramatic start with an unexpected jump in bond yields. What has been driving this move and do we expect it to continue? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, share their investment views and explain what’s been happening in the US and UK and explore what these mean for our growth and interest rate forecasts.

We also look closer at what potential policy shifts from incoming US President Trump, and the associated international response, could mean for the markets.

Topics of this episode: Investment views ▪ Market analysis ▪ Fixed income ▪ Bonds ▪ US ▪ UK ▪ economy ▪ Growth ▪ Interest rates ▪ Forecast

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

Subscribe

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

Subscribe

Description

2025 got off to a dramatic start with an unexpected jump in bond yields. What has been driving this move and do we expect it to continue? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, share their investment views and explain what’s been happening in the US and UK and explore what these mean for our growth and interest rate forecasts.

We also look closer at what potential policy shifts from incoming US President Trump, and the associated international response, could mean for the markets.

Topics of this episode: Investment views ▪ Market analysis ▪ Fixed income ▪ Bonds ▪ US ▪ UK ▪ economy ▪ Growth ▪ Interest rates ▪ Forecast

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

Subscribe

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

Subscribe

Share

Embed

Copy link

Copy link

You may also like