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Macro views

Mirova monthly market review – February 2025

February 25, 2025 - 26 min

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The Fed is not independent
podcast
The Fed is not independent
Vaughan Nelson’s Chris Wallis discusses the US Federal Reserve and its new Chair plus equities outlook for 2026.
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.
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