2026 Mirova outlook: opportunities in a shifting landscape

Read how inflation, consumer spending, and semiconductor earnings are challenging the market consensus.

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.

ナティクシス・インベストメント・マネージャーズが発表した「2026年ファイナンシャル・アドバイザー調査」によると、APACのアドバイザーは今後1年間で資産残高が13.2％（世界全体では11.9％）増加すると見込んでおり、さらに今後3年間の年平均資産成長率は14.5％（同12.8％）になると予測しています。

Vaughan Nelson CIO and CEO Chris Wallis discusses the recent equities rally and rising inflation and bond yields.

Vaughan Nelson’s Chris Wallis looks at the potential long-term implications of the Iran war for the global economy.

Vaughan Nelson’s Chris Wallis discusses Iran, the software selloff and developing issues in private credit.