2026 Mirova outlook: opportunities in a shifting landscape

Hear macro experts Jack Janasiewicz and Brian Hess unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.

Market valuations are elevated and gains are driven by a small group of mega cap stocks, echoing late 1990s patterns.

What’s driving markets and what could derail them in 2026 is discussed by macro experts from Natixis Investment Managers.

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.