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Five factors set to disrupt Hong Kong’s financial advice business
Our 2026 Financial Advisors Survey reveals five key factors reshaping how Hong Kong advisors grow, compete, and deliver value.
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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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First light: A brighter market setup comes into view
From easing inflation to broader market leadership, the outlook may be improving. See why.
There is a mountain: Separating signal from narrative
Rising yields dominate the narrative, but growth trends and fundamentals may tell a different story. Read more.
VIDEO
Higher rates, higher oil. So why is growth holding up?
Watch macro experts Jack Janasiewicz and Brian Hess discuss growth, inflation, bond yields, and the AI investment cycle.

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I’m not convinced the US wants the Strait of Hormuz open
PODCAST
I’m not convinced the US wants the Strait of Hormuz open
Vaughan Nelson CIO and CEO Chris Wallis discusses recent stockmarket volatility and macroeconomic movements.
Why Europe and the US are out of sync
VIDEO
Why Europe and the US are out of sync
Europe and the US are experiencing an economic and monetary decoupling, says Natixis IM's Mabrouk Chetouane.
AI and productivity : a source of calamity or prosperity ?
AI and productivity : a source of calamity or prosperity ?
The Natixis IM Market Strategy team looks into the true potential of AI to disrupt the economy, drawing on recent academic research.