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Outerblue Talks Research - Geopolitical shifts shaping investments

Outerblue Talks Research - Geopolitical shifts shaping investments

Released Thursday, 20th July 2023
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Outerblue Talks Research - Geopolitical shifts shaping investments

Outerblue Talks Research - Geopolitical shifts shaping investments

Outerblue Talks Research - Geopolitical shifts shaping investments

Outerblue Talks Research - Geopolitical shifts shaping investments

Thursday, 20th July 2023
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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 by Ausha. See ausha.co/privacy-policy for more information.

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Outerblue

Welcome to Outerblue, a podcast channel to guide professional investors on their financial journeyFour series are available:Outerblue Convictions: Our monthly market analysis and investment convictionsThis series presents our latest analysis of the markets, asset allocation trends and our investment convictions.Each month, listen to Monica Defend, Head of Amundi Institute, discuss Amundi’s views with Swaha Pattanaik, your host on this podcast.Outerblue Conversations: Latest insights on the economic impact of major global eventsThis series discusses topical events in the geopolitical and economic landscape as they occur around the world. Renowned international experts as well as Amundi CIOs and research professionals provide you with the insights, implications, and analysis as well as market views and asset allocation recommendations.  Outerblue Talks Research: knowledge sharing on financial researchThis podcast takes a closer look at current financial research topics and themes. Join Swaha Pattanaik, Head of publishing and digital strategy, to learn more about the latest research, the findings and implications from Amundi’s research experts. Outerblue Talks Green: Responsible investing themes shaping the investment landscapeThis podcast explores and explains the latest responsible investment themes.Listen to experts from Amundi’s responsible investment teams share their insights on the latest environmental trends investors should be watching   Hosted by Ausha. See ausha.co/privacy-policy for more information.

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