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Macro views

2026 Mirova outlook: opportunities in a shifting landscape

January 09, 2026 - 40 min
2026 Mirova outlook: opportunities in a shifting landscape

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video
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.
Charts and Smarts February 2026
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.

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The Fed is not independent
podcast
The Fed is not independent
Vaughan Nelson’s Chris Wallis discusses the US Federal Reserve and its new Chair plus equities outlook for 2026.
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Macro outlook 2026: Beyond the wall of worry
What’s driving markets and what could derail them in 2026 is discussed by macro experts from Natixis Investment Managers.
Part 2: Is there more to China’s housing woes than meets the eye?
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.