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Macro views

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.
VIDEO
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
PODCAST
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.
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.
How has the Iran war changed the 2026 outlook?
PODCAST
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.