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

Outerblue Convictions – Steering through turning tides in 2024

14:51

Outerblue Talks Research – What awaits emerging markets in 2024?

26:49

Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation

11:57

Outerblue Talks Research – Beyond crypto; Understanding central bank digital currencies

24:46

Outerblue Convictions – Global Investment Views: Inflation stabilises, but policy dilemma continues

14:42

Outerblue Convictions – Global Investment Views: Divergences persist as we head into autumn

14:25

Outerblue Talks Research – Parallels with the 70s. The long and winding road continues

25:27

Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won yet

12:42

Outerblue Talks Research - Geopolitical shifts shaping investments

18:46

Outerblue Convictions – H2 Outlook - Opportunities beyond a precarious path to growth

11:14

Outerblue Talks Research – Emerging renaissance

20:09

Outerblue Convictions – Global Investment Views: All eyes on the debt ceiling

11:58

Outerblue Convictions – Global Investment Views: No time to change course

19:19

Outerblue Talks Research – Financial stability concerns bring US recession concerns back to the fore

23:16

Outerblue Convictions - Global Investment Views: Crisis memories return in vulnerable markets

15:16

Outerblue Convictions - Global Investment Views: Rally fatigue: dichotomy between markets and economy too wide

11:13

Outerblue Talks Research - The Ukraine conflict: one year on. What should investors expect next?

15:48

Outerblue Convictions - Global Investment Views: Play market rotations, with a focus on China

10:03

Outerblue Responsible Investment – The role of investment in protecting Earth’s crucial biodiversity

11:54

Outerblue Talks Research - 2023 Outlook – Some light for investors after the storm

11:42

Outerblue Convictions - Global Investment Views: A relief rally, excess optimism overdone

09:25

Outerblue Convictions - Global Investment Views: Fed pivot is not around the corner

07:23

Outerblue Responsible Investment - Low carbon power alternatives - Assessing the potential of the main players

12:00

Outerblue Talks Research - After the great repricing, is it time to go back to bonds?

17:52

Outerblue Convictions - Global Investment Views: Bonds yields now more appealing

08:25

Outerblue Talks Research - Regime shift on the horizon in the global currency markets

15:56

Outerblue Convictions - Global Investment Views - Market Views September 2022

11:35

Outerblue Talks Research - Reforming the EU budget rules – The challenges and alternatives

18:41

Outerblue Convictions - Global Investment Views: Cautious on markets: high inflation, slowing growth

08:28

Outerblue Talks Research - Amundi H2 2022 Investment Outlook

16:11

Outerblue Convictions - Global Investment Views: Market Views August 2022

08:28

Outerblue Talks Research - Global economic policies: Divergence or decoupling ? Olivier Blanchard & Pascal Blanqué

28:12

Outerblue Convictions - Global Investment views: Play the desynchronization of the cycle

08:55

Outerblue Convictions - Global Investment Views: Monetary policies and central banks

10:04

Outerblue Responsible Investment - Investing in the Circular Economy

08:37

Outerblue Convictions - Global Investment views: Central banks and the inflation balancing act

12:34

Outerblue Conversations - French Elections 2022

31:27

Outerblue Responsible Investment - Balancing climate ambition, energy security and economic development in Asia

09:10

Outerblue Convictions - Global Investment views: Ukraine/Russia conflict

09:25

Outerblue Convictions - Global Investment views: Special Ukraine

08:47

Outerblue Convictions - Global Investment views: Strong market gyrations

10:56

Outerblue Talks Research - 2022 Investment Outlook: What's in store for investors in 2022?

11:37

Outerblue Convictions - Global Investment views: Markets in quicksand: inflationary risks persist

08:06

Outerblue Responsible Investment - Attaining Net zero: issues, implications and investment opportunities

15:01

Outerblue Conversations - Germany kicks off a major electoral sequence for Europe

41:35

Outerblue Convictions - Global Investment views: Mounting risks, buying time.

09:35

Outerblue Convictions - Global Investment views: Markets in 3D: Delta, Deceleration and Divergences

09:27

Outerblue Talks Research - H2 2021 Investment Outlook: Watch out for Inflation!

50:15

Outerblue Convictions - Global Investment views: Waters seem calm, yet are they safe?”

07:40

Outerblue Convictions - Global Investment Views: Inflation is taking the driver’s seat of financial markets

06:46

Outerblue Conversations - Biden's Climate Summit

43:53

Outerblue Convictions - Global Investment Views: Recovery : a key market driver

06:30

Outerblue Convictions - Global Investment Views: Growth narratives, investment consequences & risks on environment

08:18

Outerblue Convictions - Global Investment Views: How hot is the inflation pot?

08:31

Outerblue Conversations - Europe political hotspots and investment implications

41:38

Outerblue Convictions - Global Investment Views: What changes with the new US administration?

06:55

Outerblue Convictions - Global Investment Views: will the old normal return?

14:47

Outerblue Conversations - The “Day After” series – Geopolitics: what’s next for Europe?

37:58

Outerblue Talks Research - The "Day After" series - Changing shares of labour and capital incomes: what implications for investors?

22:22

Outerblue Talks Research - 2021 investment outlook: market rotation in an uneven recovery

15:59

Outerblue Conversations - The US elections #3: Results - analysis & investment impacts

42:05

Outerblue Conversations - The US elections #2: expectations and market scenarios on the eve of the US presidential elections

50:17

Outerblue Convictions - November global investment views: the path towards a sustained growth

12:09

Outerblue Convictions - The US elections #1: implications for global financial markets

56:30

Outerblue Convictions - Global Investment Views: markets at a crossroad, opportunities in divergence

13:02

Outerblue Responsible Investment - Carbon price and credit default: introducing the carbon price margin

14:14

Outerblue Convictions - Global Investment Views : A note of caution for the back-to-school season

08:19

Outerblue Talks Research - The “Day After” series - rethinking the macro and cross-asset research post crisis

16:06

Outerblue Talks Research - The "Day After" series - Deglobalisation: an assessment of financial contagion

22:12

Outerblue Conversations - EU Equities: a tactical call

32:00

Outerblue Talks Research - The “Day After” series – The EU resilience: the Covid-19 crisis as a catalyst for change

23:54

Outerblue Talks Research - H2 2020 investment outlook: investing during a de-freezing cycle

30:36

Outerblue Talks Research - The “Day After” series – Climate change post Covid-19: a crisis at a crossroad

21:01

Outerblue Convictions - An active play for July combined with a focus on fundamentals

11:31

Outerblue Talks Research - The “Day After” series – A possible inflationary cocktail

11:35

Outerblue Conversations - Eurogroup and ECB rescue packages: measures and analysis of the fixed income market

34:41

Outerblue Talks Research - The "Day After" series - New frontiers for Central Banks

28:16

Outerblue Talks Research - The "Day After" series - Social inequalities, a rising theme on investors' shelf

22:04

Outerblue Talks Research - The "Day After" series - Is green the new gold of the crisis?

18:36

Outerblue Convictions - The big financial regimes picture is confirmed

09:47

Outerblue Conversations - Covid-19: what are the next steps in Europe?

31:25

Outerblue Talks Research - "The Day After" series – Learn the rules like a pro, so you can break them like an artist

41:53

Outerblue Talks Research - "The Day After" series - Covid-19: the invisible hand pointing investors down the road to the 70s

35:36

Outerblue Convictions - The financial regime cycle is altered: contraction and recovery time

12:56

Outerblue Convictions - SPECIAL COVID-19 ep#7 - EU summit and equities: stories of a recovery fund, dividends and ESG investing

31:58

Outerblue Convictions - SPECIAL COVID-19 ep#6 - Emerging markets: a lower pressure on outflows

36:47

Outerblue Conversations - SPECIAL COVID-19 ep#5 - The USA: opportunities in a market expecting a deep recession

34:15

Outerblue Convictions - SPECIAL COVID-19 ep#4 - Some light in the fixed income space

31:19

Outerblue Convictions - SPECIAL COVID-19 ep#3 - A game of cycles

34:56

Outerblue Convictions - SPECIAL COVID-19 ep#2 - Evolution and market impacts

24:16

Outerblue Convictions - SPECIAL COVID-19: ECB true action beyond communication

23:57

Outerblue Responsible Investment - ESG investing & equity asset pricing

15:27

Outerblue Convictions - SPECIAL EPISODE - Coronavirus impact on markets: Volcker's theory as a victim of COVID-19

32:42

Outerblue Conversations - Super Tuesday: Biden running against Trump?

31:59

Outerblue Convictions - A temporary shock, with daily data monitoring to know when the economic activity will resume to normal

08:12

Outerblue Talks Research - Central banks, Trade war, Coronavirus: what are the markets drivers for the beginning of 2020?

38:48

Outerblue Conversations - Day one after Brexit: what are the impacts on the UK, the EU and financial markets?

06:30