Outerblue Convictions – Global Investment Views – Narratives of love and fear

Our monthly podcast providing our latest investment views and market analysis.

After an eventful month trying to keep up with the breaking news, not least the debut of new AI model Deepseek, concerns over Trump’s tariff proposals, and European security concerns, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sit down to reflect on what all these events mean for the markets.

Find out what is driving the equity and fixed income markets and whether we can expect the current gold rush to continue. What were the outcomes of the Munich Security Conference? Have tariffs impacted China’s growth prospects? Where is the US dollar likely to go next? This jam-packed episode takes a look at all the major market events of the month and how these impact our investment views.

This month's topics: Investment views ▪ Market analysis ▪ Equity ▪ Fixed income ▪ emerging markets ▪ Trump ▪ Tariffs ▪ Gold ▪ China ▪ currency

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