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Next decade investing
The seismic shifts shaping the investment landscape today, and the key trends that will continue to define investor thinking over the next ten years.
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Thought Leadership

Echoes

Markets don't repeat, they echo.

Echoes from the past can be signals for the future.

Read in-depth interviews with seasoned investors from across our multi-affiliate family.

Learn lessons from 25 years of investing.

Echoes

Amid the mood music of uncertainty in 2026, there are familiar tones from the past. For example, the speculation around AI today clearly chimes with the internet mania of 1999.

We interviewed 14 seasoned portfolio managers from across our multi-affiliate family to reveal what they have discovered about investing over the past quarter of a century.

There's much to gain from those who have experienced these market moments firsthand, including how you could be thinking about investing over the longer term.

Register to read 'Echoes'

Included in the white paper:

  • Key investor lessons from 25 years in markets
  • The 2000 dotcom bubble vs today’s AI-driven markets
  • How to avoid being left in freefall when a bubble bursts
  • What the GFC meant for bond markets
  • Why every market is linked to central bank decisions
  • Are we in a new paradigm for fixed income?
  • Why Covid broke the pattern
Echoes - register here

Views from our experts

Aziz Hamzaogullari
AI is the biggest disruption since internet-based computing decades ago, and the biggest benefit will be the productivity boost that we should observe across all industries and all companies.”
– Aziz Hamzaogullari, Founder & CIO, Growth Equity Strategies Team, Loomis Sayles
We are at a tipping point, with geopolitical fragmentation, trade relations being used as a tool for exerting pressure, and the widespread pursuit of sovereignty.”
– Gaêlle Malléjac, Global CIO, Ostrum AM
Gaêlle Malléjac
Philippe Faget
Uncertainty is high but many of the underlying dynamics are familiar: cycles of regulation and deregulation, innovation and excess, integration and fragmentation.”
– Philippe Faget, Head of Private Assets, VEGA Investment Solutions

Marketing communication. This material is provided for informational purposes only and should not be construed as investment advice. Views expressed in this article as of the date indicated are subject to change and there can be no assurance that developments will transpire as may be forecasted in this article. All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.