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Much of the caution that characterised GFI views at the start of 2025 has been replaced by optimism and a fear of missing out.

Much of the caution that characterised GFI views at the start of 2025 has been replaced by optimism and a fear of missing out.

The second half of a recent discussion between Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles.

Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles delve into the immediate ramifications of Trump’s tariff policy and their potential longer-term impacts

Germany’s ‘whatever it takes’ spending spree could see positive spillovers across Europe, though debt concerns persist.