2026 Mirova outlook: opportunities in a shifting landscape

Hear our macro experts explain what bank earnings, Fed policy, and bond opportunities could mean for investors.

Read how inflation, consumer spending, and semiconductor earnings are challenging the market consensus.

Loomis Sayles’ investment industry veteran David Rolley distils 40-plus years of investment wisdom to explain how we got to where we are, why the optimism around AI puts us in a particularly perilous position, and what it all means for fixed income investors.

Europe and the US are experiencing an economic and monetary decoupling, says Natixis IM's Mabrouk Chetouane.

The Natixis IM Market Strategy team looks into the true potential of AI to disrupt the economy, drawing on recent academic research.

Past shocks like the GFC came with warnings. But Covid struck with an abruptness that upended more than markets.