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Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast.  

Inflationary pressures, persistent bottlenecks and tightening financial conditions : these factors have been fairly persistent since the start of 2022.  

The context is highly volatile and central banks are continuing to take actions.  

How might things evolve?  

What impact all of this is having on corporate earnings? 

How should investors re assesses their asset allocation?    

Global Investment Views - July 2022 

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.  

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

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s

Since the start of the year, we have been talking in great depth about inflationary

Global Investment Views - June 2022  

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. 

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

Shifting from a linear to a circular model is key for our future. A Circular Economy entails a change in our economic model, allowing to produce sustainable consumer goods, while protecting nature – by giving it time to regenerate – and ensuring the well-being of individuals. What are its main principles, why has it become necessary and what change will it trigger in our economy ?  

Read the full paper on Amundi's Research Center:

ESG Thema #4 - Investing in the Circular Economy: Closing the loop  

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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.  

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

Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s

Global Investment Views - May 2022  

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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.   

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

Discover our experts’ views, on the keys elements to understand the results of the

Our special guest Nicholas Dungan, CEO of CogitoPraxis, adjunct professor at SciencesPo and senior fellow at the Atlantic Council shares his analysis of the new political landscape while Amundi experts, Vincent Mortier, Group Chief Investment Officer, and Pierre Blanchet, Head of Investment Intelligence, address the macro-economic implications for France and Europe and provide an update on markets and asset allocation.  

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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.   

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

Asia’s fast growing populations require a delicate balance between economic development, climate ambitions and energy security.  

Home to more than half of the world’s population, the region is also responsible for over half of global carbon emissions.  

But the magnitude of the energy transformation here presents many questions.

If you want to read the full research paper click below:

ESG Thema #8 - Financing the energy transition in Asia  

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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.  

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

As well as the terrible human cost, the war has brought increased volatility right across the board.

Read the full paper on Amundi's Research Center:

Global Investment Views - April 2022 

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.   

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

Russia’s invasion of Ukraine has far reaching consequences  

Read the full paper on Amundi's Research Center:

Global Investment Views - March 2022  

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.   

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

January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities. 

Read the full paper on Amundi's Research Center:

Global Investment Views - February 2022 

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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.   

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

As 2021 draws to a close, the global economy is continuing its recovery from the Covid pandemic, even though it is slowing down and inflation is looming large. 

There's plenty of major challenges to be faced, not least the energy transition to fight climate change and the development of an inclusive growth model.

Read the full paper:

2022 Investment Outlook - Investing in the great transformation   

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.  

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