2026 Mirova outlook: opportunities in a shifting landscape
January 09, 2026
-
40 min
Related insights
Iran war, oil backwardation, and the Fed’s next move
Hear Jack Janasiewicz and Brian Hess discuss the Iran conflict, oil markets, and what it could mean for portfolios.
予見できなかった時代からの声に耳を傾ける
不確実性の高い新たな時代を迎えていると多くの投資家が考える現在、過去の経験から学べることはあるのでしょうか？現在のAIブームはインターネット到来と重なるのか、世界金融危機やコロナ禍が教えるものについて、ナティクシス・インベストメント・マネージャーズのグループ運用会社各社のポートフォリオ・マネージャーが自身の経験を踏まえご説明します。
The quality factor: Why resilience matters
Quality investing has delivered consistent, risk adjusted returns. See how quality has performed over time.
Related insights
What does the situation in Iran mean for markets?
Vaughan Nelson’s Chris Wallis discusses Iran, the software selloff and developing issues in private credit.
AI: first-order fears, second-order opportunities
Vaughan Nelson’s Adam Rich argues that AI may be approaching a new, more consequential, and more profitable, phase.
The Fed is not independent
Vaughan Nelson’s Chris Wallis discusses the US Federal Reserve and its new Chair plus equities outlook for 2026.