Outlook 2026 Mirova: opportunités dans un monde en pleine mutation

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.

Chris Wallis de Vaughan Nelson examine les implications potentielles à long terme de la guerre en Iran pour l'économie mondiale.

Les vues de marché trimestrielles de Loomis Sayles (en anglais)

Les vues de marché trimestrielles de Loomis Sayles (en anglais)