Feb 3

Jamie Hobkirk Spotlights 2026 Energy Investment Trends for MarketWatch

RM_JH MW graphic_01.26

After a year dominated by narrow market leadership, broader participation is opening doors to sectors and themes that demand a fresh look. For investors, the question isn't just where capital flowed in 2025, but where the most durable opportunities lie ahead.

Jamie Hobkirk, CFA, CFP®, Portfolio Manager at Reynders, McVeigh Capital Management, recently shared with MarketWatch her perspective on navigating today's investment landscape.

“As we move into 2026, I think it is important for investors to stay diversified across different sectors and not get hung up on the winners of 2025. More recently, we are starting to see increased breadth in the market, which presents more investment opportunities for investors.

Themes that Reynders McVeigh continues to like are renewable energy, energy storage and the buildout of the electric grid. The expansion of artificial intelligence is creating a growing demand for energy. With current demand outpacing production, multiple energy sources will be needed to support continued growth. Companies that support these themes are Schneider Electric, Nexans, and Nextpower Inc. to name a few,” Hobkirk said.

The convergence of AI expansion and energy infrastructure needs continues to create compelling long-term investment opportunities. At Reynders, McVeigh, our team is focused on identifying companies positioned at the intersection of these powerful secular trends: businesses that are not only enabling the future economy but also conducting operations responsibly across all stakeholder groups.

By assessing risk through a long-term lens, we aim to uncover opportunities in companies bringing solutions to the world's most pressing challenges.

Access the full article here: 12 finance pros reveal the stocks they’re personally recommending to clients in 2026

 

DISCLOSURE:

Reynders, McVeigh Capital Management, LLC (“RMCM”) is a registered investment adviser. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training.

The commentary provided is for informational purposes only and does not constitute investment advice, a recommendation, or a solicitation to buy or sell any security. The companies referenced are presented solely as illustrative examples of the themes addressed in this commentary. These companies do not represent all securities purchased, sold, or recommended for clients, and it should not be assumed that any investment in these companies has been or will be profitable. A complete list of RMCM’s recommendations over the past 12 months is available upon request.

By clicking the above link, you are leaving the RMCM website and entering a third-party site. RMCM is not responsible for information contained on the third-party site.

 

 

© Reynders, McVeigh Capital Management
10 Post Office Square, Suite N1010
Boston, MA 02109

Phone: 617.226.9999
Fax: 617.226.9998

Important disclosures. Views expressed within Insights are those of the authors as of the time of publication; such views are subject to change at any time based on market or other conditions. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This is not a recommendation to buy or sell the securities mentioned. Any securities mentioned were selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended. It should not be assumed that investments in any securities mentioned has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients.Past performance is no guarantee of future results. Every investment carries the potential for both profit and loss.
Past performance is no guarantee of future results. Every investment carries the potential for both profit and loss.
By clicking on hyperlinks, you are leaving the Reynders, McVeigh website and entering a third-party site. Reynders, McVeigh is not responsible for information contained on the third-party sites.