2026 Mirova outlook: opportunities in a shifting landscape

Concerns about persistently high inflation are overstated as key drivers continue to ease into 2026.

Much of the caution that characterised GFI views at the start of 2025 has been replaced by optimism and a fear of missing out.

Much of the caution that characterised GFI views at the start of 2025 has been replaced by optimism and a fear of missing out.

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.

Natixis IM’s Mabrouk Chetouane and Loomis Sayles’ David Rolley gauge the threat to the Fed’s independence

Natixis IM’s Mabrouk Chetouane and Garret Melson compare their views on the midyear macroeconomic outlook.