2026 Mirova outlook: opportunities in a shifting landscape
January 09, 2026
-
40 min
Related insights
When policy, AI, and markets test investor conviction
Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.
Prince of controversy: Markets question growth, inflation
Growth optimism fades as inflation cools, momentum unwinds, and investors rotate from crowded trades to fundamentals.
Challenges to retirement security are prompting rare phenomenon
Why is retirement security so challenging today? Natixis hosted a February panel in Washington, DC, to explore solutions.
Related insights
Echoes: When the crowd pivots, stay grounded in fundamentals
Nitin Gupta, Managing Partner at private equity specialists Flexstone Partners, says building wealth is about consistent, understandable growth rather than chasing the next fad, and that patience and adaptability always win out against the next prediction of doom.
The Fed is not independent
Vaughan Nelson’s Chris Wallis discusses the US Federal Reserve and its new Chair plus equities outlook for 2026.
Echoes: What’s your hedge if tech optimism falls short?
Loomis Sayles’ investment industry veteran David Rolley distils 40-plus years of investment wisdom to explain how we got to where we are, why the optimism around AI puts us in a particularly perilous position, and what it all means for fixed income investors.