Published on May 27
[Blue Convictions] The big financial regimes picture is confirmed
Monica Defend, Global Head of Research, gives the global investment views of the month and the asset allocation convictions of Amundi. Led by Tom Burges-Watson, this new episode of Blue Convictions confirm the big picture to come: a contraction phase in 2020, a recovery phase in 2021 and a late cycle or asset reflation, depending on central banks policies, in 2022. Healthcare policies, monetary and fiscal policies plus solvency/default issues are key elements to monitor. What is our analysis of the labour market? Which geopolitical situation must be kept in mind? Should we rally on the equity market? Find out all answers in the podcast and read further more: Global Investment Views - June 2020 >>> https://research-center.amundi.com/page/Article/Amundi-Views/2020/06/Global-Investment-Views-June-2020 Cross Asset Investment Strategy - June 2020 >>> https://research-center.amundi.com/page/Publications/Cross-Asset/2020/Cross-Asset-Investment-Strategy-June-2020 --- DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.
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Épisodes de Outerblue
[Blue Convictions] The big financial regimes picture is confirmed
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[Blue Conversation] Covid-19: what are the next steps in Europe?
31:25
[Blue Research] "The Day After" series – Learn the rules like a pro, so you can break them like an artist
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[Blue Convictions] - "The Day After" series - Covid-19: the invisible hand pointing investors down the road to the 70s
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[Blue Convictions] - The financial regime cycle is altered: contraction and recovery time
12:56
[Blue Convictions] SPECIAL COVID-19 ep#7 - EU summit and equities: stories of a recovery fund, dividends and ESG investing
31:58
[Blue Convictions] SPECIAL COVID-19 ep#6 - Emerging markets: a lower pressure on outflows
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[Blue Convictions] SPECIAL COVID-19 ep#5 - The USA: opportunities in a market expecting a deep recession
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[Blue Convictions] SPECIAL COVID-19 ep#4 - Some light in the fixed income space
31:19
[Blue Convictions] SPECIAL COVID-19 ep#3 - A game of cycles
34:56
[Blue Convictions] SPECIAL COVID-19 ep#2 - Evolution and market impacts
24:16
[Blue Convictions] SPECIAL COVID-19: ECB true action beyond communication
23:57
[Blue Research] ESG investing & equity asset pricing
15:27
[Blue Conversation] SPECIAL EPISODE - Coronavirus impact on markets: Volcker's theory as a victim of COVID-19
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[Blue Conversation] Super Tuesday: Biden running against Trump?
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[Blue Convictions] A temporary shock, with daily data monitoring to know when the economic activity will resume to normal
08:12
[Blue Conversation] Day one after Brexit: what are the impacts on the UK, the EU and financial markets?
38:48
[Blue Convictions] Central banks, Trade war, Coronavirus: what are the markets drivers for the beginning of 2020?
06:30