Outerblue introduces a new series of podcasts entitled “The Day After” where our experts share their thinking on what the long-term implications of the current, unprecedented crisis on the investment landscape could be.
In this first episode, Pascal Blanqué, Amundi's Global CIO, highlights the key reasons why the current crisis could be the trigger for a regime shift that could, in the long run, lead to a new equilibrium with features similar to those seen in the ‘70s. In the journey along this road, investors will need to stay active and rethink their investment approaches around some key principles and especially: diminished returns, a reorganisation of the risk/cost budget couple with a decent target return and a new position of portfolio with a different hierarchy of risk premia and asset classes.
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Outerblue Convictions – Global Investment Views – Narratives of love and fear
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Outerblue Conversations – Seeking returns in a disruptive era? Analysis of the 2024 pension survey
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Outerblue RI – Driving Climate Action through Shareholder Engagement
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Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency
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Outerblue Talks Research – Looking for clues ahead of a second Trump presidency