Outerblue

Outerblue Talks Research - Geopolitical shifts shaping investments


Listen Later

Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the global economy and trade relationships.

  

Swaha Pattanaik sits down with Anna Rosenberg, Amundi’s Head of Geopolitics, and Francesco Sandrini, Amundi’s Head of Multi-Asset Strategies to discuss whether we’ve now reached a “new normal” and what some of the implications will be for investment flows both now and in the years ahead. They take a closer look at the pivotal relationship between the world’s two biggest economies, the USA and China, and examine how trade has evolved, particularly in terms of exploiting natural resources. Find out which sectors and geographies will be most impacted by the evolving relationships and who will be the overall winners and losers in this geopolitical struggle.


Discover Geopolitical shifts shaping investments article: https://research-center.amundi.com/article/geopolitical-shifts-and-investment-implications 


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

...more
View all episodesView all episodes
Download on the App Store

OuterblueBy Amundi


More shows like Outerblue

View all
Exchanges by Goldman Sachs

Exchanges

963 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,069 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

193 Listeners