All Episodes

Outerblue Convictions - Bond Market Volatility, Yield Curves, and Equity Resilience

Outerblue Talks Research - Adapting to Ruptures - Diversification is the Key to this New Era

Geopolitical friction and the new market reality - Market Analysis and Investment Views by Outerblue Convictions

Iran conflict: A temporary shock or a more persistent shift? Global Investment Views by Outerblue Convictions

Fragmented forces shaping the markets - Global Investment Views by Outerblue Convictions

Tracking the trends in a time of rupture - Global Investment views by Outerblue Convictions

Monetary policy resolutions for a new year - Global Investment views by Outerblue Convictions

2026 Investment Outlook - Keep it turning - Global Investment views by Outerblue Convictions

Deciphering conflicting signals - Global Investment views by Outerblue Convictions

Calm waves mask shifting undercurrents - Global Investment views by Outerblue Convictions

Deal or no deal, expect twists and turns this summer - Global Investment views by Outerblue Convictions

Mid-year Outlook 2025 - Riding out the policy noise - Global Investment Views by Outerblue Convictions

Tracking the U-turns amid rising yields - Global Investment Views by Outerblue Convictions

Trade wars continue to complicate policy decisions - Global Investment Views by Outerblue Convictions

Capital Market Assumptions 2025 - Seeking potential in a pivoting world - Outerblue Talks Research

Outerblue Responsible Investment - How do engagement and voting drive action on corporate sustainability?

Outerblue Talks Research - Seat belts fastened for the global economic rewire

Outerblue Responsible Investment - Driving Action on Social Cohesion through Shareholder Engagement

Outerblue Convictions – Global Investment Views – Europe rallies behind historic German spending bill

Outerblue Talks Research - US fixed income - Early pain, later gain?

Outerblue Responsible Investment - Driving Action on Nature-Related Risks through Shareholder Engagement

Outerblue Convictions – Global Investment Views – Narratives of love and fear

Outerblue Conversations – Seeking returns in a disruptive era? Analysis of the 2024 pension survey

Outerblue Responsible Investment - Driving Climate Action through Shareholder Engagement

Outerblue Convictions – Global Investment Views – Goldilocks ahead of new Trump presidency

Outerblue Talks Research – Looking for clues ahead of a second Trump presidency

Outerblue Convictions – Global Investment Views – Analysing the bright spots in a Trump 2.0 world

Outerblue Talks Research - The Artificial Intelligence revolution

Outerblue Responsible Investment - How is Shareholder Stewardship shaping the future of corporate sustainability?

Outerblue Convictions – Global Investment Views – Perspectives on the US elections

Outerblue Convictions – Global Investment Views – Ears to ground

Outerblue Convictions – Global Investment Views – Back to reality

Outerblue Convictions – H2 24 Outlook – It’s all about confidence

Outerblue Convictions – Global Investment Views – Trends steering markets

Outerblue Convictions – Global Investment Views – Data driving diverging paths

Outerblue Talks Research – Capital Market Assumptions 2024

Outerblue Convictions – Global Investment Views: Bright spots in a trickier phase?

Outerblue Convictions – Global Investment Views: The late-cycle environment continues to play out

Outerblue Convictions - Global Investment Views: Market debate rages on

Outerblue Talks Research – The rise of AI: Will it increase economic growth?

Outerblue Responsible Investment: Exploring perceptions of equal opportunities with Romina Boarini, Director of the OECD WISE Centre

Outerblue Convictions - Global Investment Views - Central banks still centre stage

Outerblue Responsible Investment – The rise of responsible investing in Asia

Outerblue Convictions – Global Investment Views: What stands out amongst the Santa Rally?

Outerblue Convictions – Steering through turning tides in 2024

Outerblue Talks Research – What awaits emerging markets in 2024?

Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation

Outerblue Talks Research – Beyond crypto; Understanding central bank digital currencies

Outerblue Convictions – Global Investment Views: Inflation stabilises, but policy dilemma continues

Outerblue Convictions – Global Investment Views: Divergences persist as we head into autumn

Outerblue Talks Research – Parallels with the 70s. The long and winding road continues

Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won yet

Outerblue Talks Research - Geopolitical shifts shaping investments

Outerblue Convictions – H2 Outlook - Opportunities beyond a precarious path to growth

Outerblue Talks Research – Emerging renaissance

Outerblue Convictions – Global Investment Views: All eyes on the debt ceiling

Outerblue Convictions – Global Investment Views: No time to change course

Outerblue Talks Research – Financial stability concerns bring US recession concerns back to the fore

Outerblue Convictions - Global Investment Views: Crisis memories return in vulnerable markets

Outerblue Convictions - Global Investment Views: Rally fatigue: dichotomy between markets and economy too wide

Outerblue Talks Research - The Ukraine conflict: one year on. What should investors expect next?

Outerblue Convictions - Global Investment Views: Play market rotations, with a focus on China

Outerblue Responsible Investment – The role of investment in protecting Earth’s crucial biodiversity

Outerblue Talks Research - 2023 Outlook – Some light for investors after the storm

Outerblue Convictions - Global Investment Views: A relief rally, excess optimism overdone

Outerblue Convictions - Global Investment Views: Fed pivot is not around the corner

Outerblue Responsible Investment - Low carbon power alternatives - Assessing the potential of the main players

Outerblue Talks Research - After the great repricing, is it time to go back to bonds?

Outerblue Convictions - Global Investment Views: Bonds yields now more appealing

Outerblue Talks Research - Regime shift on the horizon in the global currency markets

Outerblue Convictions - Global Investment Views - Market Views September 2022

Outerblue Talks Research - Reforming the EU budget rules – The challenges and alternatives

Outerblue Convictions - Global Investment Views: Cautious on markets: high inflation, slowing growth

Outerblue Talks Research - Amundi H2 2022 Investment Outlook

Outerblue Convictions - Global Investment Views: Market Views August 2022

Outerblue Talks Research - Global economic policies: Divergence or decoupling ? Olivier Blanchard & Pascal Blanqué

Outerblue Convictions - Global Investment views: Play the desynchronization of the cycle

Outerblue Convictions - Global Investment Views: Monetary policies and central banks

Outerblue Responsible Investment - Investing in the Circular Economy

Outerblue Convictions - Global Investment views: Central banks and the inflation balancing act

Outerblue Conversations - French Elections 2022

Outerblue Responsible Investment - Balancing climate ambition, energy security and economic development in Asia

Outerblue Convictions - Global Investment views: Ukraine/Russia conflict

Outerblue Convictions - Global Investment views: Special Ukraine

Outerblue Convictions - Global Investment views: Strong market gyrations

Outerblue Talks Research - 2022 Investment Outlook: What's in store for investors in 2022?

Outerblue Convictions - Global Investment views: Markets in quicksand: inflationary risks persist

Outerblue Responsible Investment - Attaining Net zero: issues, implications and investment opportunities

Outerblue Conversations - Germany kicks off a major electoral sequence for Europe

Outerblue Convictions - Global Investment views: Mounting risks, buying time.

Outerblue Convictions - Global Investment views: Markets in 3D: Delta, Deceleration and Divergences

Outerblue Talks Research - H2 2021 Investment Outlook: Watch out for Inflation!

Outerblue Convictions - Global Investment views: Waters seem calm, yet are they safe?”

Outerblue Convictions - Global Investment Views: Inflation is taking the driver’s seat of financial markets

Outerblue Conversations - Biden's Climate Summit

Outerblue Convictions - Global Investment Views: Recovery : a key market driver

Outerblue Convictions - Global Investment Views: Growth narratives, investment consequences & risks on environment

Outerblue Convictions - Global Investment Views: How hot is the inflation pot?

Outerblue Conversations - Europe political hotspots and investment implications

Outerblue Convictions - Global Investment Views: What changes with the new US administration?

Outerblue Convictions - Global Investment Views: will the old normal return?

Outerblue Conversations - The “Day After” series – Geopolitics: what’s next for Europe?

Outerblue Talks Research - The "Day After" series - Changing shares of labour and capital incomes: what implications for investors?

Outerblue Talks Research - 2021 investment outlook: market rotation in an uneven recovery

Outerblue Conversations - The US elections #3: Results - analysis & investment impacts

Outerblue Conversations - The US elections #2: expectations and market scenarios on the eve of the US presidential elections

Outerblue Convictions - November global investment views: the path towards a sustained growth

Outerblue Convictions - The US elections #1: implications for global financial markets

Outerblue Convictions - Global Investment Views: markets at a crossroad, opportunities in divergence

Outerblue Responsible Investment - Carbon price and credit default: introducing the carbon price margin

Outerblue Convictions - Global Investment Views : A note of caution for the back-to-school season

Outerblue Talks Research - The “Day After” series - rethinking the macro and cross-asset research post crisis

Outerblue Talks Research - The "Day After" series - Deglobalisation: an assessment of financial contagion

Outerblue Conversations - EU Equities: a tactical call

Outerblue Talks Research - The “Day After” series – The EU resilience: the Covid-19 crisis as a catalyst for change

Outerblue Talks Research - H2 2020 investment outlook: investing during a de-freezing cycle

Outerblue Talks Research - The “Day After” series – Climate change post Covid-19: a crisis at a crossroad

Outerblue Convictions - An active play for July combined with a focus on fundamentals

Outerblue Talks Research - The “Day After” series – A possible inflationary cocktail

Outerblue Conversations - Eurogroup and ECB rescue packages: measures and analysis of the fixed income market

Outerblue Talks Research - The "Day After" series - New frontiers for Central Banks

Outerblue Talks Research - The "Day After" series - Social inequalities, a rising theme on investors' shelf

Outerblue Talks Research - The "Day After" series - Is green the new gold of the crisis?

Outerblue Convictions - The big financial regimes picture is confirmed

Outerblue Conversations - Covid-19: what are the next steps in Europe?

Outerblue Talks Research - "The Day After" series – Learn the rules like a pro, so you can break them like an artist

Outerblue Talks Research - "The Day After" series - Covid-19: the invisible hand pointing investors down the road to the 70s

Outerblue Convictions - The financial regime cycle is altered: contraction and recovery time

Outerblue Convictions - SPECIAL COVID-19 ep#7 - EU summit and equities: stories of a recovery fund, dividends and ESG investing

Outerblue Convictions - SPECIAL COVID-19 ep#6 - Emerging markets: a lower pressure on outflows

Outerblue Conversations - SPECIAL COVID-19 ep#5 - The USA: opportunities in a market expecting a deep recession

Outerblue Convictions - SPECIAL COVID-19 ep#4 - Some light in the fixed income space

Outerblue Convictions - SPECIAL COVID-19 ep#3 - A game of cycles

Outerblue Convictions - SPECIAL COVID-19 ep#2 - Evolution and market impacts

Outerblue Convictions - SPECIAL COVID-19: ECB true action beyond communication

Outerblue Responsible Investment - ESG investing & equity asset pricing

Outerblue Convictions - SPECIAL EPISODE - Coronavirus impact on markets: Volcker's theory as a victim of COVID-19

Outerblue Conversations - Super Tuesday: Biden running against Trump?

Outerblue Convictions - A temporary shock, with daily data monitoring to know when the economic activity will resume to normal

Outerblue Talks Research - Central banks, Trade war, Coronavirus: what are the markets drivers for the beginning of 2020?

Outerblue Conversations - Day one after Brexit: what are the impacts on the UK, the EU and financial markets?