PodcastUnderstanding Global Direct Lending Markets
Leaders across Barings Global Private Credit platform discuss the similarities and differences between the direct lending markets in North America, Europe and Asia Pacific, and the potential benefits of global strategies in this space.
PodcastTalking Heads – It’s a match: infrastructure investing and Europe’s new focus
As investors shift away from US investments and eye opportunities for yield and growth elsewhere, it makes sense that Europe comes to mind. This is especially so now that the ‘old continent’ has kicked off a revitalisation drive to target new sources of growth and trim its dependence on the resources of other countries.
PodcastNavigating the New Normal in Private Markets
The Private Equity market continues to evolve as investors navigate economic uncertainty, limited liquidity, and trade policy shifts. With challenges from tariffs and moderating distributions, investors are seeking ways to manage risks while uncovering opportunities for growth. But how can private equity firms leverage their agility to capitalize on these dynamics? And what innovations are reshaping access to this asset class?
PodcastOuterblue Convictions - Global Investment Views - Trade wars continue to complicate policy decisions
The spring meetings in Washington are a useful platform to gauge opinion of policymakers, economists, bankers and investors from around the world. In this latest edition of our monthly investment views podcast, Monica Defend, Head of Amundi Investment Institute, catches up with Swaha Pattanaik on her return from the US to share Amundi’s latest investment views and talk about the mood in Washington, and what this might mean for the markets.
PodcastOuterblue Talks Research – Capital Market Assumptions 2025
Against a backdrop of extraordinary global uncertainty, Amundi’s 2025 capital market assumptions report explores the game changers that are shaping investment decisions and asset class return expectations. Join Giulio Lombardo as he speaks to Monica Defend, Head of the Amundi Investment Institute, and John O’Toole, Head of Multi-Asset Investment Solutions, to discover this year’s main findings and what’s changed since last year.
PodcastOuterblue RI - How do engagement and voting drive action on corporate sustainability?
This episode will explore what proxy voting is, and why it is important in an overall stewardship strategy of an asset manager. Many themes will be touched upon, including board compensation, Say on Climate resolutions, and filing shareholder resolutions to accelerate improvements in the climate strategy.
PodcastThe High Yield Playbook: Positions and Possibilities
The credit market is transforming, and investors are looking ahead to seize the best opportunities in non-investment grade credit. With wider spreads, tariff-induced inflation, and moderating growth, opportunities in high-yield bonds, loans, and CLOs are reshaping fixed income strategies.
PodcastTalking Heads – Curious about private equity?
Private equity is a growth market with a wider set of opportunities than investors would be able to access in public equities. Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist.
PodcastTalking Heads – Generating income, protecting capital in bonds
Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets.
PodcastVolatility: Finding True Diversifiers
As new administration policies send shock waves throughout the market, navigating the stormy sea has become the central challenge for investors. With rapid shifts in the economic environment and heightened uncertainty, diversification and resilience are more critical than ever. But what strategies can investors adopt to navigate turbulence? And how can tools like dynamic diversification help strengthen portfolios?
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