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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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Macro views
From growth to inflation: 4 potential nonsurprises in 2026
Hear macro experts Jack Janasiewicz and Brian Hess unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
Macro views
High-priced holiday season
Market valuations are elevated and gains are driven by a small group of mega cap stocks, echoing late 1990s patterns.
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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.

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Macro views
Natixis IM Solutions – Market review – June 2025
Natixis IM Solutions experts share their views on what moved the markets in June.
Macro views
Ostrum AM’s Perspectives – June 2025
Ostrum AM’s monthly market views.
Mirova monthly market review – June 2025
Macro views
Mirova monthly market review – June 2025
Mirova share their views on listed markets for June.