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Latest insights
Macro views
Macro outlook 2026: Beyond the wall of worry
What’s driving markets and what could derail them in 2026 is discussed by macro experts from Natixis Investment Managers.
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.
Equities
Big tech concentration may not be as risky as investors think
Investors worried about the concentration of US markets should dig a bit deeper says Loomis Sayles’ Hollie Briggs.