Outerblue

About Outerblue

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

Publisher

Amundi

Category

business

Language

en

Explicit

No

First episode

11 Feb 2020

Latest episode

11 Sept 2026

Latest episodes

144 episodes in the feed.

1. 

   11 Sept 2026

   Going the distance - market perspectives into autumn - Investment views by Outerblue Convictions

   After an eventful summer for the markets and policymakers, particularly in the bond markets, our podcast series regulars reunite to recap the major movements in the markets over the past few weeks. Listen further to discover what these market events mean for investors and our own investment views. In this episode of Amundi Convictions, our host, Swaha Pattanaik, returns to the studio to speak with Monica Defend, head of the Amundi Investment Institute. They focus first on the sharp rise in global bond yields and the policy interventions that rattled markets over the summer. Starting with Japan’s shifting monetary regime and the implications of yen and JGB moves, the episode also looks at the U.S. Treasury’s market operations and the limits of fiscal intervention. Monica details the reasons behind Amundi's out of consensus call on the Fed, and what we expect for the ECB's next move in interest rates. Finally, the conversation closes with Amundi's investment views; why have equities and credit stayed resilient despite higher rates, what is driving the case for curve steepening, and what signals should investors be watching closely? Concise, timely and highly relevant, this episode offers investors practical insight into navigating market volatility and policy shifts and how to identify the signals driving markets. Topics covered: US treasury, interest rates, Japan, bond yields, yield curve steepening, short maturities, long maturities, central bank policy, Federal Reserve, European Central Bank, inflation, bond market volatility, bonds, equities, valuations, hyperscalers, AI For more insights, visit the Amundi Research Center. (https://research-center.amundi.com/) Hosted on Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.

2. 

   25 Aug 2026

   Outerblue Talks Research - The Lifecycle Remix - How the Glidepath Fits into Retirement Solutions

   Retirement investing is changing as individuals take on more responsibility for their long-term outcomes, especially in defined contribution pension plans and personal savings. In this episode of Outerblue Talks Research, host Swaha Pattanaik speaks with Dominic Byrne, Global Head of Retirement Solutions at Amundi, about how lifecycle investing is evolving to include glidepath strategies. They also discuss why the traditional approach to retirement portfolios is being remixed for a world of longer careers, more job changes, and greater demand for personalization. They discuss how the glide path helps portfolios adapt over time by balancing human capital and financial capital, and why broader diversification matters when stock-bond correlations are less reliable. The conversation also explores the role of private assets such as private equity and infrastructure in long-horizon portfolios, the growing use of data and artificial intelligence in tailoring solutions, and the importance of regulation and operating models in shaping practical retirement design. Concise, timely and highly relevant, this episode offers valuable insight for investors, plan sponsors and asset allocators looking to understand how retirement solutions are adapting to changing labour markets, changing client needs and changing markets. Thank you for listening to the latest Outerblue Talks Research, read the full paper on the lifecycle remix on the Amundi Research Center: https://research-center.amundi.com/article/lifecycle-remix-glidepaths-personalisation-and-private-assets (https://research-center.amundi.com/article/lifecycle-remix-glidepaths-personalisation-and-private-assets) Keywords: lifecycle investing, glide paths, human capital, financial capital, defined contribution pensions, portfolio diversification, private assets, private equity, infrastructure, personalization, artificial intelligence, regulation, auto-enrolment, retirement planning, wealth management, long-term investing, accumulation, retirement income, data, investment design Hosted on Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.

3. 

   6 Jul 2026

   Midyear Investment Outlook 2026 – The Power of Endurance by Outerblue Convictions

   In a special edition of Outerblue Convictions, Swaha Pattanaik sits down with Monica Defend, Head of the Amundi Investment Institute, to unpack Amundi's mid-year investment outlook, The Power of Endurance. Against a backdrop of geopolitical shocks, shifting central bank priorities and the continued strength of AI-related trades, the discussion explores why global growth may remain resilient but uneven, with fragile de-escalation abroad and broadening AI adoption continuing to shape the macro and market landscape. Monica outlines the outlook for central banks, arguing that inflation risk is now taking centre stage across key markets as we see a more cautious stance from the Fed while the ECB continues its internal debate on its next steps. The episode explores how monetary policy in the different regions may evolve and what this might mean for the fixed income yield curve. The discussion then turns to the fast-moving Forex market and our expectations for the different major currencies, highlighting the potential medium-term weakness of the US dollar, diversification away from USD-denominated assets and selective opportunities in sterling. Monica also addresses concentration risk in AI and the need to explore the whole AI value chain and industrial beneficiaries. Concise, timely and highly relevant, this episode on the investment outlook for 2026 offers valuable insight for investors and asset allocators seeking to build more resilient portfolios. Tune in for expert perspectives on resilience, diversification, selectivity and the themes likely to shape the rest of 2026. Topics covered: Investment outlook, central banks, interest rates, inflation, monetary policy, investment views, asset allocation, risk, economy, geopolitics, Federal Reserve, ECB, markets, investors, fixed income, United States, FX, diversification, gold, hedging, real assets Hosted on Ausha. See ausha.co/privacy-policy (https://ausha.co/privacy-policy) for more information.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

4.3 / 5

3 ratings

Podcast Authority Score: 63 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

95

Social presence

0

YouTube

0

Engagement

75

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