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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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Energy investing without macro calls
Energy investing without macro calls
Learn why longterm value in energy comes from business fundamentals–not oil price forecasts.
Energy investing without macro calls
Energy investing without macro calls
Learn why longterm value in energy comes from business fundamentals–not oil price forecasts.
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Markets look past Iran war as energy, inflation risks linger
From energy bottlenecks to policy risk, global forces are in motion. Our experts explore what this means for markets.

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How has the Iran war changed the 2026 outlook?
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How has the Iran war changed the 2026 outlook?
Vaughan Nelson’s Chris Wallis looks at the potential long-term implications of the Iran war for the global economy.
Loomis Sayles’ Investment Outlook – April 2026
Loomis Sayles’ Investment Outlook – April 2026
Quarterly market views of Loomis Sayles
Echoes: Which crisis rhymes with today’s Iran oil shock?
Echoes: Which crisis rhymes with today’s Iran oil shock?
The conflict in the Middle East reminds us how geopolitical tensions can disrupt the global economic balance. Our experts explore oil’s relationship with inflation to assess whether we are closer to 2008 than 2022.