2026 Institutional Outlook: Markets dance to uncertainty
Inflation, fiscal strain, and shifting policies set the stage for a late-cycle test — and a potential 2026 correction.
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Investor sentiment
2026 Institutional Outlook: Markets dance to uncertainty
Inflation, fiscal strain, and shifting policies set the stage for a late-cycle test — and a potential 2026 correction.
Portfolio construction
Portfolio construction is changing
Markets are better equipped to absorb shocks, argues Julien Dauchez as he discusses the impact of geopolitics and private asset democratization on portfolios.
Investor sentiment
2025 Strategist Outlook: There is an alternative
With volatility and uncertainty taken to new levels this year, confidence in US exceptionalism is waning, and market strategists pick Europe for outperformance in H2 2025.
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Navigating 2026: A Cross-Asset Outlook from Natixis Investment Managers and Affiliates
Institutions remain optimistic for 2026 despite ongoing economic and geopolitical concerns, finds Natixis Investment Managers
6th edition of “The Students Challenge”: an immersive international experience for students at the heart of portfolio management
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