2026 Mirova outlook: opportunities in a shifting landscape
January 09, 2026
-
40 min
Related insights
Does the AI stock correction change the outlook?
Hear our macro experts explain what bank earnings, Fed policy, and bond opportunities could mean for investors.
Run Through the Jungle: Markets misread the signals
Read how inflation, consumer spending, and semiconductor earnings are challenging the market consensus.
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.
Related insights
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.
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.