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Outerblue Convictions - Global Investment Views - Deal or no deal, expect twists & turns this summer

In-depth podcast on US budget impact, tariffs, Fed independence, and market outlook for summer 2025. Global Investment focus.

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Outerblue Convictions - Global Investment Views - Mid-year Outlook 2025 - Riding the policy noise

In this podcast, Monica Defend discusses the 2025 economic outlook: growth, monetary policy, geopolitical impacts, US dollar trends, and investment strategies amid global uncertainties.

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Outerblue Convictions - Global Investment Views - Tracking the U-turns amid rising yields

In this Amundi podcast, Swaha Pattanaik and Monica Defend analyze market trends, bond yields, and economic outlooks while addressing fiscal and monetary challenges facing investors.

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Outerblue Convictions- Global Investment Views - Europe rallies behind historic German spending bill

In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening in Europe

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Outerblue Convictions - Fragmented forces shaping the markets

This podcast explores Fragmented Forces Shaping Markets, from tariffs and AI 2.0 to strategic autonomy, gold and India, offering practical perspectives for investors on diversification and portfolio positioning.

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Outerblue Convictions - Iran conflict: A temporary shock or a more persistent shift?

This podcast examines the Iran Conflict, its inflationary transmission, likely central‑bank reactions and implications for asset allocation.

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Outerblue Convictions - Geopolitical Tensions and Market Adjustments

In this Outerblue Convictions episode, Swaha Pattanaik and Monica Defend discuss geopolitical tensions, inflation, central bank policy and what they mean for investors and asset allocation.

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Outerblue Convictions - Bond Market Volatility, Yield Curves & Equity Resilience

Track bond market volatility as geopolitical tensions lift yields, steepen curves and test equity resilience. Amundi’s view highlights central bank repricing, curve steepening and selective fixed income positioning.

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Outerblue Convictions - Going the distance - Market perspectives into autumn

Follow market perspectives into autumn as Monica Defend explains how bond volatility, shifting policy and resilient earnings are reshaping rates, while equities and credit continue to hold firm.

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Davos 2026: Geopolitical Shifts Reshape Global Agenda

Davos highlights geopolitical swings reshaping supply chains, capital flows and alliances. Experts outline policy shifts, investment risks and corporate strategies to navigate rising competition amid fragmentation.

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