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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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One big thing – What to make of the redistricting battles
Redistricting for 2026 may shift up to 10 seats to Republicans; Democrats may counter in 2028. Kari Grant explains.
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Tech strength holds as inflation heats up
Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.
Charts and Smarts May 2026
The long run: AI leads, incomes cool, risks linger
AI-led markets mask a cooling economy as incomes soften and the Fed shifts toward hawkish policy risks.

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What’s next for the global economy?
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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?
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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.
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Disruption and divergence: Markets in early 2026
Watch our macro experts analyze energy shocks, economic risks, and key signals shaping portfolio decisions.