January 09, 2026
-
40 min
Related insights
Energy investing without macro calls
Learn why longterm value in energy comes from business fundamentals–not oil price forecasts.
Energy investing without macro calls
Learn why longterm value in energy comes from business fundamentals–not oil price forecasts.
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.
Related insights
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.
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.