27/02/2025 Podcasts Outerblue Convictions – Global Investment Views – Narratives of love and fear Find out what is driving the equity and fixed income markets and whether we can expect the current gold rush to continue.
10/02/2025 Tariffs take centre stage Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.
27/01/2025 President Trump: First week A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
20/01/2025 Podcasts Outerblue Convictions – Global Investment Views – Goldilocks... Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, explain what’s been happening in the US and UK and explore what these mean for...
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
26/08/2024 Summer rotation in equities Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.