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Macro views

Mirova monthly market review – February 2025

February 25, 2025 - 26 min

Related insights

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Macro views
Midyear outlook: Where are we in the US economic cycle?
Natixis IM’s Mabrouk Chetouane and Garret Melson compare their views on the midyear macroeconomic outlook.
Macro views
Part 2: Is there more to China’s housing woes than meets the eye?
The second half of a recent discussion between Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles.
Macro views
Part 1: All eyes turn to the US-China relationship
Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles delve into the immediate ramifications of Trump’s tariff policy and their potential longer-term impacts