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Experts
January 8, 2026

Outlook 2026

Pierre-Alexis Dumont, Chief Investment Officer at Sycomore AM, shares his convictions for 2026.


Three Key Takeaways

  1. AI must spread widely to generate real productivity gains and justify current investor expectations.

  2. Europe offers positive asymmetry potential, with attractive valuations and overlooked segments.

  3. Credit remains a solid pillar, able to absorb the financing needs of tomorrow’s economy.

The opinions and estimates expressed represent our judgment and may change without prior notice, as may statements regarding trends in financial markets, which are based on current market conditions. We believe that the information provided in this video is reliable; however, it should not be considered exhaustive. Please note that any forecast has its own limitations and, as a result, SYCOMORE ASSET MANAGEMENT makes no commitment regarding the achievement of these forecasts.

This publication is not intended to constitute an offer or a solicitation to buy or sell any financial instrument. References to specific securities and their issuers are made for illustrative purposes only and should not be construed as recommendations to buy or sell such securities.


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Outlook 2026

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