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Mirova Global Sustainable Equity fund
Adopting a multi-thematic approach to global equity investing, seeking to find tomorrow's winners today.
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Loomis Sayles U.S. Growth Equity Fund
Aim for new heights with commitment and conviction
Managing market volatility
Managing market volatility
Why it’s ok to invest with uncertainty. From geopolitical shifts to central bank rate-setting, uncertainty is everywhere
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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
Register to read 'Echoes' whitepaper

Views from our experts

Francois Collet
The big lesson from Covid was that no risk model is truly ‘finished'.”
– François Collet, CIO - Portfolio Manager, DNCA Investments
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
Aziz Hamzaogullari
Sanjay Ayer
Every new era needs a careful distinction – you need to think about which patterns remain sturdy, and which must evolve."
– Sanjay Ayer, Portfolio Manager, WCM Investment Management

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.

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