Content (1444)
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PodcastGoing the distance - Market perspectives into autumn - Investment views by Outerblue Convictions
After an eventful summer for the markets and policymakers, particularly in the bond markets, our podcast series regulars reunite to recap the major movements in the markets over the past few weeks. Listen further to discover what these market events mean for investors and our own investment views.
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White papersThe ECB raises policy rates
“The ECB opens a period of central bank meetings. The balance is shifting further towards the risk that inflation proves more persistent than expected, given the recent rise in energy prices amid geopolitical tensions.”
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White papersBond yields on the rise again
“Bond markets are under pressure now, but as yields rise, opportunities for investors to benefit from higher income are opening.”
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White papersFrance’s fiscal policy in focus
We expect France’s GDP to grow by 0.6% in 2026 and around 1.0% in 2027, in line with Eurozone growth. While higher inflation and elevated policy uncertainty, both domestic and external, are likely to weigh on demand in 2026, the economy should retain some underlying resilience, helped by a gradual recovery in private domestic demand, particularly household consumption and business investment moving into 2027.
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White papersIran conflict: Diversification at play
“Diversification and selectivity could help navigate a period of increasing scrutiny over policymakers’ credibility and the sustainability of earnings in the AI ecosystem”
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PodcastOuterblue Talks Research - The Lifecycle Remix - How the Glidepath Fits into Retirement Solutions
Retirement investing is changing as individuals take on more responsibility for their long-term outcomes, especially in defined contribution pension plans and personal savings. In this episode of Outerblue Talks Research, host Swaha Pattanaik speaks with Dominic Byrne, Global Head of Retirement Solutions at Amundi, about how lifecycle investing is evolving to include glidepath strategies.
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WebinarGoing the distance: market perspectives beyond summer
As we head into the final stretch of 2026, critical questions are reshaping investor strategy. While equity and fixed income volatility has remained contained, the real story lies elsewhere: the evolving Middle East situation, the trajectory of inflation and central bank policy divergence, the implications of the US midterm elections and the perspective of the AI capex cycle.
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White papersStrong US earnings growth continues
“The ongoing US earnings season confirms a broadening of earnings growth across sectors, although scrutiny remains on data and quality of guidance beneath the headline numbers. Overall, this reinforces the importance of diversification and selectivity”
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White papersAgentic AI for Financial Applications: A Comprehensive Survey
Language models have given rise to agentic AI: autonomous systems that pursue high-level goals through tool use, orchestration, and adaptation. Although prior surveys treat financial applications, agent architectures, and fine-tuning methods in isolation, this review integrates the full agentic stack.
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White papersFed on hold, markets in action
“As the Fed moves to reduce policy guidance, uncertainty over the short-rate path is likely to rise, creating additional volatility along the yield curve”
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White papersGerman reforms: what do they mean for European equities?
The reform plus fiscal package is genuinely large and potentially a regime change, but not yet an unqualified “buy Germany/Europe” signal. The principal upside risk is a confidence-led private capex cycle. The key downside risk is implementation failures and higher bond yields, which could turn a productive investment programme into a less equity-friendly fiscal expansion.
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White papersGrowing hopes for an industrial renaissance in Germany
Although the German economy is still characterised by a weak recovery, sluggish productivity and persistent supply constraints, the combination of an extensive infrastructure and defence spending programme and a package of 34 structural reforms is improving the medium-term outlook. While the direct impact on growth in 2027 is likely to be limited, more significant gains are expected over time, provided the reforms are implemented effectively.
