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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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There is a mountain: Separating signal from narrative
Rising yields dominate the narrative, but growth trends and fundamentals may tell a different story. Read more.
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Higher rates, higher oil. So why is growth holding up?
Watch macro experts Jack Janasiewicz and Brian Hess discuss growth, inflation, bond yields, and the AI investment cycle.
Charts and Smarts August 2026
Eyes of Silver: Seeing through the hawkish narrative
The economy is slowing, inflation is easing, and markets may be too pessimistic about rates. Read more.

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I’m not convinced the US wants the Strait of Hormuz open
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I’m not convinced the US wants the Strait of Hormuz open
Vaughan Nelson CIO and CEO Chris Wallis discusses recent stockmarket volatility and macroeconomic movements.
Echoes: What’s your hedge if tech optimism falls short?
Why AI optimism has us in a perilous position
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.
What’s next for the global economy?
PODCAST
What's next for the global economy?
Vaughan Nelson CIO and CEO Chris Wallis discusses the recent equities rally and rising inflation and bond yields.