- Podcast
Outerblue RI – Driving Climate Action through Shareholder Engagement
In the second episode of our five-part series on Shareholder Stewardship, Aaron McDougall, Head of Climate & Ciaran Callaghan, Head of European Equity Research engage in a dynamic conversation on shareholder engagement on climate - linking climate engagements to responsible investors financial considerations.
- Podcast
Fixed Income Moves in 2025
As the United States embarks on a new administration, markets eagerly prepare for what is to come regarding domestic policy, international policy, tariffs, and geopolitics. But how will the Fixed Income asset class move through these new pathways? What factors are at play regarding fiscal and monetary policy? And how can investors prepare for the year ahead?
- Podcast
Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency
2025 got off to a dramatic start with an unexpected jump in bond yields. What has been driving this move and do we expect it to continue? Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, explain what’s been happening in the US and UK and explore what these mean for our growth and interest rate forecasts.
- Podcast
China: Projections for 2025
In this episode, we weigh possible growth scenarios for China, the impacts of tariffs, private sector confidence, and property sector challenges.
- Podcast
Small Caps, Big Opportunities
U.S. Small Cap equities are at a critical juncture. Not only has the valuation gap between Small and Large-Cap stocks grown exceptionally wide by historical measures, but numerous Small-Cap macro tailwinds also appear to be gathering force. So, why is active management crucial for navigating this segment? How are reshoring and deglobalization trends influencing these companies, and what does the year ahead have in store for Small Caps.
- Podcast
Behind the Scenes of COP29
This episode of Fixed on ESG analyses the key takeaways from COP29, including the geopolitical tensions and financial commitments that influenced the outcomes.
- Podcast
Solving for 2025
Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming year.
- Podcast
High Voltage: Exploring Developments Across the U.S. Electric Grid
This episode explores the complexities surrounding the demand for power generation driven in part by AI advancements and data centers.
- Podcast
Connecting the Dots: CIO 2025 outlook – and why growth’s the elephant in the room
With growth top of the agenda for investors moving into 2025, join M&G Investments’ CIOs for their outlook amid a number of macroeconomic effects at play. They deliberate on growth, the Trump presidency and tariffs given the potential implications for global geopolitics, inflation – and prospective market opportunities.
- Podcast
A Look Under the Hood of Climate Risk Analysis
This episode focuses on the EU autos sector as a means of exploring how we leverage our bottom-up research approach to analyse climate risks.